Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.6M Buy
2025
Q2
$1.56M Sell
2025
Q1
$1.54M Sell
2024
Q4
$1.52M Buy
2024
Q3
$583K Buy
2024
Q2
$426K Sell
2024
Q1
$721K Buy
2023
Q4
$732K Sell
2023
Q3
$652K Buy
2023
Q2
$678K Buy
2015
Q3
Sell
2015
Q2
$1.11M Buy
2015
Q1
$1.18M Buy
2014
Q4
$1.08M Buy
2014
Q3
$489K Buy
2014
Q2
$335K Buy