Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$235K Buy
2025
Q2
$212K Buy
2017
Q2
Sell
2017
Q1
$394K Buy
2016
Q4
$364K Sell
2016
Q3
$348K Hold
2016
Q2
$318K Sell
2016
Q1
$380K Sell
2015
Q4
$3M Buy
2015
Q3
$3.57M Buy
2015
Q2
$3.09M Buy
2015
Q1
$2.7M Buy
2014
Q4
$2.07M Buy
2014
Q3
$1.37M Buy
2014
Q2
$970K Buy
2014
Q1
$79K Buy
2013
Q4
$48K Buy