Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.14M Hold
2025
Q1
$1.03M Buy
2024
Q4
$964K Hold
2024
Q3
$910K Hold
2024
Q2
$919K Hold
2024
Q1
$992K Buy
2020
Q2
Sell
2020
Q1
$23K Buy
2018
Q1
Sell
2017
Q4
$62K Buy