Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$687K Sell
2025
Q1
$1.12M Buy
2024
Q4
$816K Buy
2021
Q4
Sell
2021
Q3
$14K Buy
2018
Q3
Sell
2018
Q2
$2.78M Sell
2018
Q1
$2.79M Buy
2015
Q2
Sell
2015
Q1
$13.6M Buy