Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.14M Buy
2025
Q2
Sell
2025
Q1
$1.38M Buy
2024
Q4
$189K Hold
2024
Q3
$232K Hold
2024
Q2
$247K Buy
2018
Q1
Sell
2017
Q4
$1.6M Sell
2017
Q3
$1.92M Sell
2017
Q2
$1.89M Sell
2017
Q1
$2.51M Sell
2016
Q4
$2.71M Sell
2016
Q3
$4.13M Buy