Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$827K Hold
2025
Q1
$896K Buy
2024
Q4
$732K Buy
2024
Q3
$731K Buy
2024
Q2
$698K Buy
2017
Q2
Sell
2017
Q1
$267K Sell
2016
Q4
$330K Buy
2016
Q3
$223K Buy