Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$247K Buy
2024
Q2
Sell
2024
Q1
$456K Sell
2023
Q4
$628K Buy
2023
Q3
$336K Buy
2023
Q2
$419K Sell
2023
Q1
$444K Sell
2022
Q4
$549K Buy