Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$519K Buy
2019
Q1
Sell
2018
Q4
$951K Sell
2018
Q3
$2.13M Sell
2018
Q2
$1.85M Buy
2018
Q1
Sell
2017
Q4
$1.41M Hold
2017
Q3
$1.47M Sell
2017
Q2
$1.5M Sell
2017
Q1
$1.47M Sell
2016
Q4
$2.82M Sell
2016
Q3
$2.81M Sell
2016
Q2
$2.48M Buy
2014
Q1
Sell
2013
Q4
$1.16M Hold
2013
Q3
$1.05M Buy