Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$633K Buy
2025
Q1
$537K Buy
2024
Q4
$288K Buy
2016
Q4
Sell
2016
Q3
$2.23M Buy
2016
Q2
Hold
2015
Q3
Sell
2015
Q2
$595K Sell
2015
Q1
$865K Buy