Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.84M Buy
2018
Q4
Sell
2018
Q3
$269K Sell
2018
Q2
$247K Hold
2018
Q1
$216K Sell
2017
Q4
$215K Hold
2017
Q3
$212K Sell
2017
Q2
$232K Sell
2017
Q1
$200K Buy
2015
Q4
Sell
2015
Q3
$311K Buy
2015
Q2
$375K Buy
2015
Q1
$270K Sell
2014
Q4
$322K Buy