Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.39M Sell
2025
Q1
$2.77M Buy
2024
Q4
$2.45M Sell
2024
Q3
$2.72M Sell
2024
Q2
$2.42M Buy
2024
Q1
$1.77M Buy
2017
Q3
Sell
2017
Q2
$1.06M Sell
2017
Q1
$1.26M Hold
2016
Q4
$1.18M Buy
2016
Q3
$818K Hold
2016
Q2
$901K Buy
2016
Q1
$601K Hold
2015
Q4
$610K Buy
2015
Q3
$297K Hold
2015
Q2
$304K Buy