Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$495K Buy
2025
Q2
$471K Sell
2025
Q1
$677K Buy
2024
Q1
Sell
2023
Q4
$581K Buy
2023
Q3
$577K Buy
2020
Q1
Sell
2019
Q4
$230K Buy
2017
Q2
Sell
2017
Q1
$218K Buy