Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$735K Buy
2023
Q4
Sell
2023
Q3
$195K Sell
2023
Q2
$1.12M Buy
2023
Q1
$641K Buy
2022
Q4
$507K Buy
2022
Q3
$167K Buy
2022
Q2
Sell
2022
Q1
$337K Buy