Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$667K Buy
2025
Q2
$747K Sell
2025
Q1
$681K Buy
2024
Q4
$856K Buy
2024
Q3
$861K Buy
2024
Q2
$702K Buy
2024
Q1
$423K Buy
2016
Q3
Sell
2016
Q2
$35K Buy