Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.21M Buy
2024
Q3
Sell
2024
Q2
$1.78M Sell
2024
Q1
$2.73M Sell
2023
Q4
$3.25M Buy
2023
Q3
$2.87M Buy
2023
Q2
$242K Hold
2023
Q1
$299K Buy
2022
Q1
Sell
2021
Q4
$1.35M Hold
2021
Q3
$898K Buy
2017
Q4
Sell
2017
Q3
$2.82M Buy
2017
Q2
$2.17M Buy
2017
Q1
$787K Buy
2016
Q2
Sell
2016
Q1
$544K Sell
2015
Q4
$1.03M Buy
2015
Q3
$407K Buy