Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$287K Hold
2025
Q1
$279K Buy
2018
Q1
Sell
2017
Q4
$201K Buy
2017
Q3
Sell
2017
Q2
$180K Buy
2017
Q1
Sell
2016
Q4
$343K Hold
2016
Q3
$305K Sell
2016
Q2
$475K Sell
2016
Q1
$729K Sell
2015
Q4
$820K Sell
2015
Q3
$904K Sell
2015
Q2
$1.24M Sell
2015
Q1
$1.4M Sell
2014
Q4
$1.63M Sell
2014
Q3
$1.57M Sell
2014
Q2
$1.85M Sell
2014
Q1
$2.3M Buy