Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$899K Buy
2022
Q4
Sell
2022
Q3
$409K Sell
2022
Q2
$725K Buy
2019
Q2
Sell
2019
Q1
$2.96M Sell
2018
Q4
$3.56M Buy
2013
Q3
Sell
2013
Q2
$1.2M Buy