Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.1M Buy
2021
Q1
Sell
2020
Q4
$2M Hold
2020
Q3
$2M Buy
2020
Q2
$1.62M Hold
2020
Q1
$1.35M Buy
2019
Q4
$2.11M Hold
2019
Q3
$1.75M Hold
2019
Q2
$1.75M Hold
2019
Q1
$1.65M Hold
2018
Q4
$1.55M Buy
2016
Q3
Sell
2016
Q2
$1.83M Buy