Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$133K Buy
2024
Q4
Sell
2024
Q3
$463K Sell
2024
Q2
$821K Buy
2024
Q1
$489K Buy
2023
Q4
$431K Sell
2023
Q3
$399K Buy
2023
Q2
$312K Buy
2020
Q3
Sell
2020
Q2
$36K Buy