Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.07M Buy
2024
Q2
Sell
2024
Q1
$332K Buy
2023
Q4
Sell
2023
Q3
$1.12M Sell
2023
Q2
$1.77M Buy
2021
Q1
Sell
2020
Q4
$4.91M Sell
2020
Q3
$4.86M Buy
2016
Q4
Sell
2016
Q3
$6.36M Buy
2016
Q2
$5.14M Buy
2016
Q1
$4.82M Buy
2014
Q4
Sell
2014
Q3
$8.64M Buy
2013
Q4
Sell
2013
Q3
$5.86M Buy