Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$988K Sell
2024
Q4
$7.11M Buy
2024
Q3
Sell
2024
Q2
$1.22M Buy
2021
Q3
Sell
2021
Q2
$3.15M Sell
2021
Q1
$4.59M Sell
2020
Q4
$5.27M Buy
2015
Q4
Sell
2015
Q3
$18.6M Buy
2015
Q2
$361K Buy
2014
Q3
Sell
2014
Q2
$3.53M Buy
2013
Q4
Sell
2013
Q3
$1.77M Sell
2013
Q2
$9.57M Buy