Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.37M Sell
2025
Q1
$2.35M Sell
2024
Q4
$4.26M Buy
2024
Q3
$3.83M Buy
2013
Q4
Sell
2013
Q3
$657K Buy
2013
Q2
$536K Buy