Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$200K Hold
2025
Q3
$182K Sell
2025
Q2
$175K Sell
2025
Q1
$2.22M Buy
2024
Q4
$2.41M Sell
2024
Q3
$2.17M Buy
2024
Q2
$1.74M Sell
2024
Q1
$1.92M Buy