Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$13.8M Sell
2025
Q2
$11.5M Buy
2025
Q1
$10.7M Sell
2024
Q4
$14M Buy
2020
Q1
Sell
2019
Q4
$533K Buy
2019
Q3
$454K Sell
2019
Q2
$693K Hold
2019
Q1
$614K Hold
2018
Q4
$581K Hold
2018
Q3
$692K Hold
2018
Q2
$596K Buy
2018
Q1
$484K Buy
2017
Q4
$453K Sell
2017
Q3
$635K Buy
2017
Q2
$524K Hold
2017
Q1
$427K Buy
2016
Q4
$377K Hold
2016
Q3
$388K Hold
2016
Q2
$351K Buy
2016
Q1
$326K Buy