Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$2.92M Buy
2024
Q3
Sell
2024
Q2
$882K Buy
2022
Q2
Sell
2022
Q1
$575K Buy
2021
Q4
$475K Sell
2021
Q3
$422K Buy
2018
Q2
Sell
2018
Q1
$492K Sell
2017
Q4
$3.18M Sell
2017
Q3
$3.38M Buy