Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.21M Buy
2023
Q4
Sell
2023
Q3
$497K Sell
2023
Q2
$536K Sell
2023
Q1
$582K Buy
2022
Q4
$421K Buy
2018
Q4
Sell
2018
Q3
$590K Sell
2018
Q2
$648K Sell
2018
Q1
$658K Sell
2017
Q4
$1.26M Sell
2017
Q3
$1.33M Buy
2017
Q2
$912K Sell
2017
Q1
$1.15M Buy
2016
Q4
$744K Buy