Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$528K Hold
2025
Q2
$589K Buy
2025
Q1
$224K Hold
2024
Q4
$214K Buy
2019
Q1
Sell
2018
Q4
$214K Hold
2018
Q3
$299K Sell
2018
Q2
$391K Hold
2018
Q1
$295K Buy