Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$998K Buy
2025
Q3
$1.27M Sell
2025
Q2
$1M Sell
2025
Q1
$702K Buy
2024
Q4
$758K Sell
2024
Q3
$783K Hold
2024
Q2
$649K Buy
2024
Q1
$506K Buy