Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$979K Hold
2024
Q4
$1.08M Buy
2020
Q4
Sell
2020
Q3
$236K Buy
2017
Q4
Sell
2017
Q3
$1.91M Buy
2017
Q2
$1.71M Buy
2017
Q1
$788K Sell
2016
Q4
$1.68M Sell
2016
Q3
$1.63M Buy
2016
Q2
Sell
2016
Q1
$1.97M Buy
2015
Q4
$852K Buy
2015
Q3
$572K Buy
2014
Q1
Sell
2013
Q4
$3K Hold
2013
Q3
$3K Buy