Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.67M Buy
2023
Q4
Sell
2023
Q3
$353K Sell
2023
Q2
$318K Buy
2021
Q1
Sell
2020
Q4
$1.49M Sell
2020
Q3
$1.79M Sell
2020
Q2
$1.92M Sell
2020
Q1
$1.98M Buy
2019
Q4
$2.27M Sell
2019
Q3
$1.94M Sell
2019
Q2
$1.87M Buy
2017
Q3
Sell
2017
Q2
$478K Buy
2014
Q2
Sell
2014
Q1
$106K Buy