Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.48M Buy
2020
Q1
Sell
2019
Q4
$891K Sell
2019
Q3
$940K Sell
2019
Q2
$1.27M Buy
2018
Q4
Sell
2018
Q3
$1.34M Buy
2018
Q2
$978K Buy
2018
Q1
$824K Buy
2017
Q4
$717K Buy