Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$500K Sell
2025
Q1
$5.46M Buy
2024
Q4
$3.59M Buy
2018
Q1
Sell
2017
Q4
$16.2M Buy
2017
Q3
Sell
2017
Q2
$4.43M Sell
2017
Q1
$10.3M Hold
2016
Q4
$8.42M Buy
2016
Q3
Hold
2016
Q2
Hold
2016
Q1
Hold
2014
Q2
Sell
2014
Q1
$523K Buy