Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$674K Hold
2025
Q2
$633K Hold
2025
Q1
$775K Buy
2024
Q4
$488K Buy
2024
Q3
$374K Buy
2024
Q2
$371K Hold
2024
Q1
$381K Hold
2023
Q4
$395K Buy
2022
Q3
Sell
2022
Q2
$15M Sell
2022
Q1
$17.5M Hold
2021
Q4
$12.1M Buy
2017
Q1
Sell
2016
Q4
$2.86M Hold
2016
Q3
$2.81M Sell
2016
Q2
$2.65M Hold
2016
Q1
$2.45M Buy
2015
Q4
$1.77M Sell
2015
Q3
$2.04M Hold
2015
Q2
$2.61M Hold
2015
Q1
$2.7M Buy