Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$320K Buy
2025
Q1
Sell
2024
Q4
$458K Sell
2024
Q3
$726K Buy
2024
Q2
Hold
2024
Q1
Sell
2023
Q4
$340K Buy
2023
Q3
$244K Buy