Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5M Buy
2025
Q2
$257K Hold
2025
Q1
$254K Hold
2024
Q4
$357K Buy
2020
Q2
Sell
2020
Q1
$32K Buy
2019
Q4
$50K Buy
2019
Q3
$40K Buy
2019
Q2
$28K Buy