Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.16M Sell
2025
Q2
$944K Sell
2025
Q1
$612K Buy
2024
Q4
$669K Buy
2019
Q4
Sell
2019
Q3
$287K Buy
2015
Q4
Sell
2015
Q3
$200K Sell
2015
Q2
$230K Sell
2015
Q1
$333K Buy
2014
Q4
$339K Sell
2014
Q3
$305K Buy
2014
Q2
$317K Buy
2014
Q1
$307K Hold
2013
Q4
$287K Buy
2013
Q3
Sell
2013
Q2
$341K Buy