Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$858K Hold
2025
Q1
$637K Buy
2024
Q4
$452K Sell
2024
Q3
$2.17M Sell
2024
Q2
$1.73M Buy
2022
Q2
Sell
2022
Q1
$1.01M Buy
2021
Q4
$109K Sell
2021
Q3
$2.56M Buy
2021
Q2
$1.27M Sell
2021
Q1
$1.31M Buy
2020
Q4
$883K Buy
2018
Q4
Sell
2018
Q3
$35.3M Sell
2018
Q2
$105M Buy
2018
Q1
$37.9M Sell
2017
Q4
$51M Buy