Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$749K Buy
2025
Q2
$641K Buy
2025
Q1
$491K Buy
2024
Q4
$285K Buy
2024
Q3
$243K Buy
2024
Q2
$263K Buy
2018
Q4
Sell
2018
Q3
$251K Buy