Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.78M Buy
2024
Q4
$877K Hold
2024
Q3
$1.07M Buy
2017
Q4
Sell
2017
Q3
$72K Sell
2017
Q2
$67K Sell
2017
Q1
$782K Buy
2016
Q4
$136K Buy
2016
Q3
$153K Buy
2016
Q2
$101K Buy
2016
Q1
Sell
2015
Q4
$4.08M Buy
2015
Q3
$4.96M Buy
2015
Q2
$6.55M Buy
2015
Q1
$6.2M Sell
2014
Q4
$9.82M Buy
2014
Q3
$10.7M Buy
2014
Q2
$381K Sell
2014
Q1
$11.3M Buy
2013
Q4
$6.87M Sell
2013
Q3
$19.3M Buy