Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$833K Sell
2024
Q4
$935K Hold
2024
Q3
$979K Sell
2024
Q2
$1.37M Buy
2017
Q4
Sell
2017
Q3
$7.14M Buy
2017
Q2
$6.41M Sell
2017
Q1
$8.05M Buy
2016
Q4
$7.29M Buy
2016
Q3
$4.43M Buy
2016
Q2
$3.03M Buy
2016
Q1
$3.03M Sell
2015
Q4
$3.14M Sell
2015
Q3
$3.36M Sell
2015
Q2
$5.41M Buy
2015
Q1
$4.07M Sell
2014
Q4
$3.65M Sell
2014
Q3
$3.89M Sell
2014
Q2
$5.85M Buy
2014
Q1
$2.96M Sell
2013
Q4
$11M Sell
2013
Q3
$12.9M Buy