Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$245K Buy
2025
Q1
Sell
2024
Q4
$1.06M Buy
2024
Q3
$1.09M Buy
2024
Q2
$1.25M Buy
2024
Q1
$1.21M Buy
2023
Q4
$279K Hold
2023
Q3
$264K Buy
2023
Q2
$272K Sell
2023
Q1
$275K Hold
2022
Q4
$273K Hold
2022
Q3
$261K Buy
2022
Q2
$221K Hold
2022
Q1
$211K Sell
2021
Q4
$216K Buy