Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.76M Hold
2025
Q2
$2.81M Sell
2025
Q1
$3M Buy
2020
Q4
Sell
2020
Q3
$3.47M Buy
2019
Q4
Sell
2019
Q3
$472K Buy
2019
Q2
$412K Buy
2017
Q3
Sell
2017
Q2
$5.54M Buy
2017
Q1
$5.05M Sell
2016
Q4
$4.79M Buy
2016
Q3
$2.94M Buy
2016
Q2
$948K Buy
2016
Q1
$232K Buy