Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$9.92M Buy
2025
Q1
$8.86M Hold
2024
Q4
$9.45M Sell
2024
Q3
$10.5M Buy
2019
Q2
Sell
2019
Q1
$4.13M Buy
2018
Q4
Sell
2018
Q3
$427K Buy
2018
Q2
$16K Buy