Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$667K Buy
2025
Q1
$496K Sell
2024
Q4
$687K Buy
2023
Q4
Sell
2023
Q3
$361K Buy
2018
Q1
Sell
2017
Q4
$2.5M Sell
2017
Q3
$3.76M Sell
2017
Q2
$4.6M Sell
2017
Q1
$5.65M Buy
2016
Q4
Hold
2016
Q3
Hold
2016
Q2
Hold
2015
Q4
Hold
2015
Q3
Hold
2015
Q2
Hold