Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.73M Buy
7,130
+1,283
+22% +$347K 0.01% 310
2025
Q4
$1.73M Hold
5,847
0.01% 309
2025
Q3
$1.65M Sell
5,847
-9,865
-63% -$2.58M 0.01% 314
2025
Q2
$4.64M Sell
15,712
-21,059
-57% -$5.43M 0.03% 273
2025
Q1
$9.16M Sell
36,771
-3,903
-10% -$955K 0.04% 224
2024
Q4
$8.95M Sell
40,674
-2,348
-5% -$523K 0.06% 239
2024
Q3
$9.51M Sell
43,022
-4,756
-10% -$933K 0.03% 227
2024
Q2
$8.27M Sell
47,778
-37,715
-44% -$6.55M 0.03% 234
2024
Q1
$16.3M Buy
+85,493
New +$15.6M 0.06% 147

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