Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.25M Buy
2024
Q4
Sell
2024
Q3
$459K Sell
2024
Q2
$359K Buy
2024
Q1
$377K Sell
2023
Q4
$355K Buy
2023
Q3
$235K Buy
2017
Q2
Sell
2017
Q1
$6.14M Buy
2016
Q4
$5.66M Buy