Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$554K Buy
2020
Q4
Sell
2020
Q3
$415K Buy
2020
Q2
$393K Buy
2020
Q1
Sell
2019
Q4
$890K Sell
2019
Q3
$5.37M Buy
2018
Q1
Sell
2017
Q4
$320K Buy
2017
Q3
Hold
2017
Q2
Hold
2016
Q2
Sell
2016
Q1
$2.23M Buy
2015
Q2
Sell
2015
Q1
$1.85M Buy
2014
Q4
$1.07M Buy