Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$547K Buy
2025
Q1
$301K Buy
2024
Q4
$239K Buy
2024
Q3
Sell
2024
Q2
$330K Buy
2024
Q1
$210K Buy
2016
Q2
Sell
2016
Q1
$445K Buy