Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.26M Hold
2025
Q1
$1.08M Hold
2024
Q4
$1.31M Hold
2024
Q3
$1.08M Buy
2018
Q4
Sell
2018
Q3
$1.14M Hold
2018
Q2
$1M Hold
2018
Q1
$1.02M Hold
2017
Q4
$916K Hold
2017
Q3
$678K Buy