Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$31.3M Sell
2025
Q1
$32.3M Sell
2024
Q4
$34.4M Buy
2017
Q2
Sell
2017
Q1
$255K Hold
2016
Q4
$249K Buy