Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.72M Sell
2025
Q1
$4.52M Sell
2024
Q4
$11.8M Buy
2024
Q3
$9.32M Buy
2021
Q4
Hold
2021
Q3
Sell
2021
Q2
$242K Buy
2020
Q4
Sell
2020
Q3
$269K Buy
2018
Q1
Sell
2017
Q4
$531K Buy
2016
Q2
Hold
2016
Q1
Hold
2015
Q1
Sell
2014
Q4
$738K Buy