Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$735K Sell
2025
Q2
$729K Sell
2025
Q1
$947K Buy
2024
Q4
$677K Buy
2022
Q2
Sell
2022
Q1
$5.51M Buy
2021
Q4
$3.8M Buy
2019
Q4
Sell
2019
Q3
$2.04M Buy