Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13M Buy
2025
Q1
$6.05M Buy
2024
Q4
$972K Sell
2024
Q3
$1.92M Sell
2024
Q2
$4.04M Buy
2024
Q1
$634K Sell
2023
Q4
$643K Buy
2023
Q3
$283K Buy
2022
Q4
Sell
2022
Q3
$313K Buy
2022
Q2
$363K Buy
2022
Q1
$307K Buy
2017
Q1
Sell
2016
Q4
$988K Buy
2016
Q3
$341K Buy
2014
Q3
Sell
2014
Q2
$621K Buy