Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$9.08M Sell
2025
Q1
$11.6M Buy
2024
Q4
$13M Buy
2024
Q3
$8.82M Buy
2024
Q2
$1.25M Buy
2021
Q1
Sell
2020
Q4
$270K Buy
2020
Q3
Sell
2020
Q2
$2.03M Buy
2020
Q1
$633K Buy
2018
Q1
Sell
2017
Q4
$369K Buy