Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.81M Buy
2025
Q1
$731K Buy
2024
Q4
Sell
2024
Q3
$729K Buy
2023
Q4
Sell
2023
Q3
$389K Buy
2023
Q2
Sell
2023
Q1
$1.24M Buy
2020
Q1
Sell
2019
Q4
$498K Buy
2017
Q1
Sell
2016
Q4
$10.6M Sell
2016
Q3
$11.2M Buy
2016
Q2
$8.07M Buy
2016
Q1
$7.13M Buy
2015
Q4
$1.42M Buy
2015
Q3
$257K Buy