Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$200K Buy
2020
Q1
Sell
2019
Q4
$609K Sell
2019
Q3
$1.12M Hold
2019
Q2
$1.02M Buy
2016
Q4
Sell
2016
Q3
$5.33M Sell
2016
Q2
$8.7M Hold
2016
Q1
$8.13M Hold
2015
Q4
$8.79M Hold
2015
Q3
$7.55M Buy
2015
Q2
$2.34M Buy