Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.02M Buy
2018
Q3
Sell
2018
Q2
$10.8M Buy
2018
Q1
$294K Buy
2014
Q4
Sell
2014
Q3
$629K Sell
2014
Q2
$1.03M Buy