Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.9M Sell
2025
Q1
$20.5M Buy
2024
Q4
$11.2M Buy
2016
Q3
Sell
2016
Q2
$361K Hold
2016
Q1
$340K Sell
2015
Q4
$640K Hold
2015
Q3
$606K Buy