Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$5.01M Buy
2025
Q1
$4.9M Buy
2019
Q4
Sell
2019
Q3
$4.38M Buy
2018
Q3
Sell
2018
Q2
$267K Buy
2016
Q1
Sell
2015
Q4
$235K Buy
2015
Q3
$204K Sell
2015
Q2
$310K Buy
2015
Q1
$315K Sell
2014
Q4
$393K Sell
2014
Q3
$477K Buy
2014
Q2
$461K Sell
2014
Q1
$629K Sell
2013
Q4
$1.55M Sell
2013
Q3
$2.38M Sell
2013
Q2
$3.44M Buy