Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.07M Buy
2018
Q4
Sell
2018
Q3
$304K Hold
2018
Q2
$281K Hold
2018
Q1
$308K Sell
2017
Q4
$333K Hold
2017
Q3
$315K Sell
2017
Q2
$472K Sell
2017
Q1
$1.86M Buy
2016
Q4
$1.69M Hold
2016
Q3
$1.62M Hold
2016
Q2
$1.55M Sell
2016
Q1
$2.77M Buy
2015
Q4
$1.72M Buy
2013
Q3
Sell
2013
Q2
$669K Buy