Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$289K Buy
2025
Q1
Sell
2024
Q4
$290K Hold
2024
Q3
$290K Sell
2024
Q2
$254K Sell
2024
Q1
$4.41M Sell
2023
Q4
$3.7M Buy
2023
Q3
$2.92M Buy