Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.24M Sell
2025
Q3
$1.04M Sell
2025
Q2
$677K Buy
2025
Q1
$500K Hold
2024
Q4
$413K Buy
2024
Q2
$300K Sell
2024
Q1
$450K Buy
2023
Q4
$202K Buy