Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$987K Buy
2025
Q1
$349K Buy
2024
Q4
$264K Sell
2024
Q3
$328K Sell
2024
Q2
$432K Buy
2017
Q3
Sell
2017
Q2
$214K Buy