Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$267K Sell
2025
Q3
$267K Buy
2025
Q2
$203K Buy
2025
Q1
Sell
2024
Q4
$1.45M Buy
2024
Q3
$1.06M Buy
2024
Q2
$752K Buy
2024
Q1
$498K Buy