Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$250K Buy
2025
Q1
Sell
2024
Q4
$243K Buy
2024
Q2
Sell
2024
Q1
$210K Sell
2023
Q4
$204K Sell
2023
Q3
$150K Sell
2023
Q2
$2.88M Buy
2023
Q1
$1.21M Buy
2022
Q4
$565K Buy
2022
Q3
$252K Buy