Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$800K Buy
2025
Q2
$624K Buy
2025
Q1
$531K Buy
2024
Q4
$404K Buy
2016
Q2
Sell
2016
Q1
$366K Sell
2015
Q4
$429K Sell
2015
Q3
$415K Sell
2015
Q2
$486K Hold
2015
Q1
$508K Buy
2014
Q4
$449K Hold
2014
Q3
$421K Sell
2014
Q2
$452K Sell
2014
Q1
$495K Sell
2013
Q4
$632K Buy
2013
Q3
$658K Buy
2013
Q2
$548K Buy