Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$228K Buy
2025
Q2
$221K Buy
2023
Q4
Sell
2023
Q3
$2.28M Buy
2023
Q2
$2.28M Buy
2023
Q1
$2.07M Buy
2022
Q4
$1.75M Buy
2022
Q3
$1.35M Buy
2022
Q2
$1.32M Buy
2022
Q1
$1.17M Buy
2018
Q4
Sell
2018
Q3
$55K Buy
2018
Q2
$47K Buy
2018
Q1
$23K Buy