Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.32M Buy
2024
Q3
Sell
2024
Q2
$3.49M Buy
2023
Q3
Sell
2023
Q2
$397K Buy
2022
Q4
Sell
2022
Q3
$588K Buy
2022
Q1
Sell
2021
Q4
$260K Buy
2016
Q1
Hold
2015
Q4
Hold