Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$675K Sell
2025
Q2
$7.46M Buy
2025
Q1
Sell
2024
Q4
$523K Buy
2016
Q3
Sell
2016
Q2
$571K Sell
2016
Q1
$1.47M Buy
2015
Q4
Sell
2015
Q3
$2.9M Sell
2015
Q2
$12.2M Buy
2014
Q3
Sell
2014
Q2
$418K Hold
2014
Q1
$445K Buy