Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$3.17M Buy
2023
Q3
Sell
2023
Q2
$306K Buy
2020
Q4
Sell
2020
Q3
$2.93M Sell
2020
Q2
$4.2M Sell
2020
Q1
$6.92M Sell
2019
Q4
$7.65M Buy
2019
Q3
$2.33M Buy
2019
Q2
$1.56M Buy
2019
Q1
$737K Buy
2018
Q4
$573K Sell
2018
Q3
$970K Buy
2017
Q4
Sell
2017
Q3
$2.19M Buy
2015
Q1
Sell
2014
Q4
$1.21M Sell
2014
Q3
$1.65M Buy
2014
Q2
$1.24M Buy