Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$869K Hold
2025
Q2
$896K Hold
2025
Q1
$931K Hold
2024
Q4
$833K Buy
2024
Q3
$240K Hold
2024
Q2
$230K Hold
2024
Q1
$224K Buy
2018
Q4
Sell
2018
Q3
$205K Hold
2018
Q2
$201K Buy