Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$256K Buy
2023
Q3
Sell
2023
Q2
$423K Buy
2023
Q1
$269K Buy
2022
Q4
$189K Buy
2020
Q3
Sell
2020
Q2
$924K Buy
2017
Q4
Sell
2017
Q3
$457K Buy
2017
Q2
$418K Buy