Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$12.2M Buy
2022
Q4
Sell
2022
Q3
$531K Sell
2022
Q2
$812K Buy
2022
Q1
$623K Sell
2021
Q4
$789K Sell
2021
Q3
$949K Buy
2020
Q4
Sell
2020
Q3
$1.3M Buy
2020
Q2
$436K Sell
2020
Q1
$687K Buy
2015
Q3
Sell
2015
Q2
$1.6M Buy