Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$906K Buy
2025
Q2
$485K Buy
2024
Q2
Sell
2024
Q1
$365K Sell
2023
Q4
$321K Sell
2023
Q3
$284K Buy
2023
Q2
$269K Buy
2023
Q1
$233K Buy
2018
Q1
Sell
2017
Q4
$13K Buy