Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$2.78M Hold
2025
Q3
$2.76M Buy
2018
Q3
Sell
2018
Q2
$562K Sell
2018
Q1
$735K Sell
2017
Q4
$762K Buy
2017
Q3
$513K Buy
2017
Q2
Sell
2017
Q1
$193K Buy