Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$866K Buy
2018
Q3
Sell
2018
Q2
$1.78M Buy
2018
Q1
$1.11M Buy
2017
Q4
$774K Buy
2017
Q1
Sell
2016
Q4
$2.92M Sell
2016
Q3
$5.03M Buy
2016
Q2
$3.31M Buy
2016
Q1
$685K Buy