Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$529K Buy
2025
Q2
$509K Buy
2025
Q1
$422K Buy
2024
Q4
$369K Buy
2024
Q3
$355K Buy
2024
Q2
$239K Hold
2024
Q1
$264K Hold
2023
Q4
$226K Buy
2013
Q4
Sell
2013
Q3
$307K Buy
2013
Q2
$304K Buy