Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$689K Buy
2025
Q2
$714K Sell
2025
Q1
$839K Sell
2024
Q4
$1.24M Buy
2024
Q3
$570K Buy
2024
Q2
$475K Buy
2024
Q1
$440K Buy
2023
Q4
$405K Buy
2023
Q3
$345K Buy
2018
Q4
Sell
2018
Q3
$22K Buy