Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$3.7M Sell
2024
Q4
$3.87M Buy
2024
Q3
Sell
2024
Q2
$611K Buy
2015
Q4
Sell
2015
Q3
$600K Sell
2015
Q2
$810K Buy