Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.47M Sell
2025
Q2
$8.21M Sell
2025
Q1
$9.28M Hold
2024
Q4
$9.01M Sell
2024
Q3
$7.23M Buy
2024
Q2
$4.16M Buy
2020
Q1
Sell
2019
Q4
$768K Hold
2019
Q3
$825K Buy
2019
Q2
$595K Buy
2017
Q2
Sell
2017
Q1
$34K Buy
2016
Q4
$3K Hold
2016
Q3
$2K Sell
2016
Q2
$26K Sell
2016
Q1
$83K Sell
2015
Q4
$202K Sell
2015
Q3
$1.24M Buy
2015
Q2
$781K Buy