Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$10.1M Sell
2024
Q4
$11.5M Buy
2023
Q4
Sell
2023
Q3
$7.5M Sell
2023
Q2
$8.2M Buy
2023
Q1
$6.72M Sell
2022
Q4
$6.34M Buy
2017
Q3
Sell
2017
Q2
$778K Sell
2017
Q1
$960K Buy
2016
Q4
$716K Sell
2016
Q3
$1.01M Sell
2016
Q2
$877K Sell
2016
Q1
$1.08M Buy
2014
Q3
Sell
2014
Q2
$598K Sell
2014
Q1
$563K Buy
2013
Q4
$543K Buy