Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$688K Buy
2025
Q2
$723K Buy
2025
Q1
$259K Buy
2024
Q4
$220K Buy
2017
Q4
Sell
2017
Q3
$1.26M Hold
2017
Q2
$1.1M Buy
2017
Q1
$954K Buy