Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$2.35M Sell
2024
Q3
$6.01M Buy
2023
Q2
Sell
2023
Q1
$597K Buy
2019
Q1
Sell
2018
Q4
$379K Sell
2018
Q3
$555K Buy
2018
Q2
Sell
2018
Q1
$6.22M Buy
2015
Q1
Sell
2014
Q4
$742K Buy
2014
Q3
$687K Sell
2014
Q2
$913K Buy