Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.56M Buy
2025
Q1
$1.17M Buy
2024
Q4
$473K Buy
2020
Q4
Sell
2020
Q3
$248K Sell
2020
Q2
$766K Buy
2019
Q2
Sell
2019
Q1
$3.93M Sell
2018
Q4
$5.38M Hold
2018
Q3
$5.62M Buy
2018
Q2
$4M Buy
2018
Q1
$1.91M Hold
2017
Q4
$2.18M Buy
2017
Q3
$810K Buy