Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$7.86M Sell
2024
Q4
$9.45M Hold
2024
Q3
$9.82M Sell
2024
Q2
$39.1M Sell
2024
Q1
$43.9M Buy
2023
Q4
$49.8M Buy
2019
Q3
Sell
2019
Q2
$405K Buy
2018
Q3
Sell
2018
Q2
$993K Buy
2017
Q3
Sell
2017
Q2
$470K Buy
2015
Q2
Sell
2015
Q1
$454K Buy
2014
Q1
Sell
2013
Q4
$1.56M Sell
2013
Q3
$1.87M Sell
2013
Q2
$1.78M Buy