Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$536K Buy
2025
Q1
$521K Sell
2024
Q4
$499K Buy
2016
Q1
Sell
2015
Q4
$117K Sell
2015
Q3
$1.87K Sell
2015
Q2
$267K Sell
2015
Q1
$297K Sell
2014
Q4
$512K Sell
2014
Q3
$702K Sell
2014
Q2
$901K Sell
2014
Q1
$973K Buy
2013
Q4
$901K Sell
2013
Q3
$1.03M Sell
2013
Q2
$991K Buy