Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$237K Buy
2024
Q3
$278K Buy
2024
Q2
$234K Buy
2017
Q4
Sell
2017
Q3
$505K Sell
2017
Q2
$977K Hold
2017
Q1
$860K Buy
2016
Q4
$741K Sell
2016
Q3
$1.18M Sell
2016
Q2
$1.3M Buy
2016
Q1
$989K Hold
2015
Q4
$1.04M Sell
2015
Q3
$970K Hold
2015
Q2
$1.29M Sell
2015
Q1
$1.61M Buy
2014
Q4
$1.55M Buy
2014
Q3
$1.27M Hold
2014
Q2
$1.51M Sell
2014
Q1
$2.05M Buy