Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.19M Buy
2025
Q2
$685K Buy
2020
Q2
Sell
2020
Q1
$201K Buy
2016
Q1
Sell
2015
Q4
$318K Sell
2015
Q3
$445K Sell
2015
Q2
$491K Sell
2015
Q1
$554K Hold
2014
Q4
$708K Sell
2014
Q3
$616K Sell
2014
Q2
$938K Buy
2014
Q1
Sell
2013
Q4
$1.6M Sell
2013
Q3
$1.25M Buy
2013
Q2
$1.25M Buy