Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$370K Buy
2024
Q3
Sell
2024
Q2
$236K Sell
2024
Q1
$351K Buy
2023
Q4
$271K Buy
2023
Q3
Sell
2023
Q2
$565K Buy