Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$205K Buy
2018
Q2
Sell
2018
Q1
$445K Sell
2017
Q4
$553K Buy
2017
Q3
$410K Buy
2017
Q2
$432K Sell
2017
Q1
$418K Sell
2016
Q4
$444K Sell
2016
Q3
$542K Sell
2016
Q2
$551K Buy
2016
Q1
$391K Buy
2015
Q4
$393K Sell
2015
Q3
$262K Buy
2015
Q2
$304K Sell
2015
Q1
$228K Sell
2014
Q4
$290K Sell
2014
Q3
$253K Sell
2014
Q2
$250K Buy
2014
Q1
Sell
2013
Q4
$204K Buy