Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$808K Sell
2025
Q2
$1.39M Sell
2025
Q1
$1.67M Sell
2024
Q4
$3.57M Buy
2024
Q3
$1.46M Buy
2014
Q3
Sell
2014
Q2
$17.4M Buy
2014
Q1
$15M Buy
2013
Q4
Sell
2013
Q3
$10.8M Buy