Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$4.14M Sell
2024
Q4
$5.34M Buy
2017
Q4
Sell
2017
Q3
$7.24M Buy
2017
Q2
$8.41M Buy
2016
Q1
Sell
2015
Q4
$704K Buy