Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$430K Buy
2024
Q3
Sell
2024
Q2
$287K Buy
2024
Q1
Sell
2023
Q4
$279K Buy
2022
Q2
Sell
2022
Q1
$308K Buy
2021
Q4
$300K Buy