Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$452K Buy
2025
Q1
Sell
2024
Q4
$305K Sell
2024
Q3
$592K Sell
2024
Q2
$4.93M Buy
2024
Q1
Sell
2023
Q4
$1.12M Buy
2023
Q3
Sell
2023
Q2
$243K Buy