Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$675K Buy
2021
Q3
Sell
2021
Q2
$378K Buy
2021
Q1
Sell
2020
Q4
$380K Sell
2020
Q3
$562K Sell
2020
Q2
$739K Buy
2017
Q3
Sell
2017
Q2
$9.98M Buy
2017
Q1
$8.11M Buy
2016
Q4
$6.3M Sell
2016
Q3
$10.5M Buy
2014
Q3
Sell
2014
Q2
$1.54M Buy
2013
Q3
Sell
2013
Q2
$14M Buy