Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$688K Buy
2024
Q3
Sell
2024
Q2
$652K Sell
2024
Q1
$737K Buy
2022
Q3
Sell
2022
Q2
$173K Buy
2018
Q3
Sell
2018
Q2
$2.36M Sell
2018
Q1
$2.36M Buy
2017
Q4
$2.18M Buy
2017
Q3
$2.05M Sell
2017
Q2
$1.83M Buy
2017
Q1
$1.89M Sell
2016
Q4
$1.86M Buy
2016
Q3
$1.82M Buy
2016
Q2
$1.69M Buy