Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$340 Buy
2023
Q4
Sell
2023
Q3
$104K Hold
2023
Q2
$130K Hold
2023
Q1
$130K Sell
2022
Q4
$250K Sell
2022
Q3
$752K Buy
2022
Q2
$692K Buy
2022
Q1
$345K Buy