Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.25M Sell
2025
Q1
$4.29M Sell
2024
Q4
$5.15M Sell
2024
Q3
$5.44M Buy
2024
Q2
$4.07M Buy
2024
Q1
$1.02M Buy
2023
Q4
$750K Buy
2018
Q2
Sell
2018
Q1
$222K Sell
2017
Q4
$256K Buy
2017
Q3
$258K Sell
2017
Q2
$261K Sell
2017
Q1
$287K Buy