Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$258K Buy
2024
Q2
Sell
2024
Q1
$754K Buy
2023
Q3
$221K Buy
2022
Q4
Sell
2022
Q3
$895K Hold
2022
Q2
$758K Buy
2021
Q4
$219K Buy