Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$626K Sell
2025
Q3
$798K Buy
2025
Q2
Sell
2025
Q1
$250K Buy
2024
Q4
Sell
2024
Q3
$2.26M Buy
2024
Q2
$576K Sell
2024
Q1
$1.9M Sell
2023
Q4
$1.85M Buy