Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.57M Sell
2025
Q2
$1.45M Buy
2018
Q3
Sell
2018
Q2
$627K Hold
2018
Q1
$591K Buy
2017
Q4
$737K Hold
2017
Q3
$600K Sell
2017
Q2
$530K Sell
2017
Q1
$548K Buy