Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2.97M Buy
2025
Q1
$2.5M Buy
2017
Q4
Sell
2017
Q3
$57K Hold
2017
Q2
$68K Sell
2017
Q1
$806K Hold
2016
Q4
$675K Buy