Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$43.9M Hold
2025
Q1
$39.6M Buy
2024
Q4
$28.7M Hold
2024
Q3
$27.1M Hold
2024
Q2
$27.3M Buy
2020
Q2
Sell
2020
Q1
$488K Sell
2019
Q4
$952K Hold
2019
Q3
$819K Buy
2019
Q2
$737K Buy
2019
Q1
$493K Buy
2017
Q4
Sell
2017
Q3
$201K Buy
2017
Q2
Sell
2017
Q1
$224K Buy
2014
Q3
Sell
2014
Q2
$395K Buy