Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$347K Sell
2024
Q4
$543K Buy
2024
Q3
$327K Buy
2024
Q2
$87.6K Buy
2017
Q4
Sell
2017
Q3
$80K Sell
2017
Q2
$101K Sell
2017
Q1
$171K Sell
2016
Q4
$528K Sell
2016
Q3
$545K Sell
2016
Q2
$3.29M Buy
2016
Q1
$877K Buy
2014
Q3
Sell
2014
Q2
$170K Sell
2014
Q1
$233K Hold
2013
Q4
$194K Buy
2013
Q3
$51K Buy