Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$3.97M Hold
2025
Q1
$4.29M Buy
2024
Q4
$4.07M Hold
2024
Q3
$3.69M Buy
2022
Q4
Sell
2022
Q3
$502K Buy
2017
Q1
Sell
2016
Q4
$2.91M Sell
2016
Q3
$4.09M Buy
2014
Q4
Sell
2014
Q3
$3.06M Sell
2014
Q2
$14.2M Buy
2014
Q1
$12.3M Buy