Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$2.42M Buy
2020
Q1
Sell
2019
Q4
$592K Hold
2019
Q3
$544K Hold
2019
Q2
$599K Hold
2019
Q1
$605K Sell
2018
Q4
$601K Hold
2018
Q3
$789K Buy
2018
Q2
$718K Hold
2018
Q1
$758K Sell
2017
Q4
$1.51M Sell
2017
Q3
$5.38M Buy
2017
Q2
$5.05M Hold
2017
Q1
$4.72M Buy
2016
Q4
$692K Buy
2014
Q1
Hold
2013
Q4
Hold