Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$12.9M Sell
2025
Q2
$13.8M Sell
2025
Q1
$15.3M Buy
2021
Q3
Sell
2021
Q2
$10.4M Hold
2021
Q1
$10.1M Buy
2020
Q4
$5.62M Sell
2020
Q3
$12.2M Buy
2017
Q4
Hold
2017
Q3
Hold
2016
Q2
Sell
2016
Q1
$660K Buy
2015
Q4
$684K Sell
2015
Q3
$635K Buy
2015
Q2
$739K Buy
2015
Q1
$316K Buy
2014
Q2
Hold
2014
Q1
Sell
2013
Q4
$89K Buy