Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$215K Buy
2023
Q4
Sell
2023
Q3
$251K Buy
2023
Q2
$234K Sell
2023
Q1
$242K Sell
2022
Q4
$241K Sell
2022
Q3
$214K Sell
2022
Q2
$227K Buy