Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$2.6M Sell
2024
Q3
$11.4M Buy
2020
Q1
Sell
2019
Q4
$554K Hold
2019
Q3
$516K Hold
2019
Q2
$581K Hold
2019
Q1
$605K Buy
2018
Q2
Sell
2018
Q1
$1.25M Sell
2017
Q4
$2.73M Sell
2017
Q3
$4.02M Sell
2017
Q2
$8.46M Buy