Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.24M Buy
2023
Q3
Sell
2023
Q2
$2.8M Buy
2019
Q4
Sell
2019
Q3
$1.59M Buy
2015
Q3
Sell
2015
Q2
$269K Buy