Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$333K Buy
2017
Q4
Sell
2017
Q3
$1.14M Sell
2017
Q2
$1.19M Hold
2017
Q1
$1.44M Sell
2016
Q4
$1.35M Sell
2016
Q3
$1.4M Buy
2016
Q2
$1.26M Buy
2016
Q1
$954K Buy
2015
Q4
$826K Buy
2015
Q3
$820K Buy
2015
Q2
$765K Sell
2015
Q1
$1.08M Sell
2014
Q4
$1.79M Buy
2014
Q3
$1.48M Buy
2014
Q2
$1.11M Buy