Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$10.2M Buy
2025
Q2
$11.2M Sell
2025
Q1
$9.9M Sell
2024
Q4
$9.35M Sell
2024
Q3
$9.54M Sell
2024
Q2
$8.57M Sell
2024
Q1
$8.33M Sell
2023
Q4
$6.62M Buy
2020
Q3
Sell
2020
Q2
$361K Buy
2020
Q1
$276K Hold
2019
Q4
$335K Hold
2019
Q3
$295K Hold
2019
Q2
$342K Hold
2019
Q1
$289K Hold
2018
Q4
$249K Sell
2018
Q3
$325K Hold
2018
Q2
$305K Buy
2018
Q1
$263K Sell
2017
Q4
$286K Buy
2017
Q3
$274K Buy