Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$312K Buy
2017
Q4
Sell
2017
Q3
$552K Sell
2017
Q2
$2.57M Sell
2017
Q1
$2.65M Sell
2016
Q4
$2.86M Buy
2016
Q3
$2.68M Buy
2016
Q2
$1.6M Sell
2016
Q1
$2.65M Buy
2015
Q4
$1.25M Buy
2015
Q3
$984K Hold
2015
Q2
$1.05M Buy
2015
Q1
$941K Hold
2014
Q4
$860K Buy
2014
Q3
$689K Hold
2014
Q2
$702K Hold
2014
Q1
$659K Buy