Nelson Capital Management’s Caribou Biosciences CRBU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$112K	Hold	58,685	–	–	0.01%	108
2025 Q4	$93.3K	Sell	58,685 -26,335	-31%	-$55.3K	0.01%	107
2025 Q3	$198K	Hold	85,020	–	–	0.02%	108
2025 Q2	$107K	Hold	85,020	–	–	0.01%	101
2025 Q1	$77.6K	Buy	85,020 +20,162	+31%	+$26.2K	0.01%	101
2024 Q4	$103K	Sell	64,858 -20,162	-24%	-$40.5K	0.02%	108
2024 Q3	$167K	Hold	85,020	–	–	0.03%	110
2024 Q2	$139K	Hold	85,020	–	–	0.02%	105
2024 Q1	$437K	Hold	85,020	–	–	0.08%	83
2023 Q4	$487K	Hold	85,020	–	–	0.11%	76
2023 Q3	$406K	Hold	85,020	–	–	0.1%	76
2023 Q2	$361K	Hold	85,020	–	–	0.09%	76
2023 Q1	$451K	Hold	85,020	–	–	0.13%	72
2022 Q4	$534K	Hold	85,020	–	–	0.16%	73
2022 Q3	$897K	Hold	85,020	–	–	0.26%	68
2022 Q2	$462K	Buy	85,020 +20,162	+31%	+$154K	0.13%	79
2022 Q1	$595K	Buy	+64,858	New	+$683K	0.12%	80