Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$381K Sell
2025
Q1
$335K Sell
2024
Q4
$302K Sell
2024
Q3
$309K Buy
2020
Q3
Sell
2020
Q2
$4K Buy
2016
Q1
Sell
2015
Q4
$4.07M Hold
2015
Q3
$4.29M Hold
2015
Q2
$4.82M Buy
2015
Q1
$4.75M Buy
2014
Q4
$3.83M Hold
2014
Q3
$4.53M Sell
2014
Q2
$4.64M Buy