Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$795K Buy
2024
Q3
Sell
2024
Q2
$855K Buy
2024
Q1
Sell
2023
Q4
$710K Buy
2023
Q3
$352K Buy
2023
Q2
$237K Buy
2023
Q1
Sell
2022
Q4
$400K Buy