Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.24M Buy
2025
Q1
$685K Sell
2024
Q4
$1.04M Buy
2024
Q3
$181K Buy
2022
Q3
Sell
2022
Q2
$580K Buy
2016
Q2
Sell
2016
Q1
$682K Buy
2015
Q4
$629K Buy
2015
Q3
$364K Hold
2015
Q2
$429K Sell
2015
Q1
$906K Sell
2014
Q4
$1.97M Buy
2014
Q3
$4K Hold
2014
Q2
$4K Sell
2014
Q1
$883K Buy
2013
Q3
Sell
2013
Q2
$1.46M Buy