Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$983K Hold
2025
Q2
$1.26M Sell
2025
Q1
$2.49M Hold
2024
Q4
$2.09M Hold
2024
Q3
$2.58M Hold
2024
Q2
$2.49M Sell
2024
Q1
$2.72M Hold
2023
Q4
$2.76M Hold
2023
Q3
$2.58M Hold
2023
Q2
$2.13M Hold
2023
Q1
$2.32M Hold
2022
Q4
$2.52M Hold
2022
Q3
$2.16M Buy
2017
Q1
Sell
2016
Q4
$6.08M Buy
2016
Q3
$6.19M Sell
2016
Q2
$8.61M Buy
2016
Q1
$4.5M Hold
2015
Q4
$4.87M Hold
2015
Q3
$4.15M Sell
2015
Q2
$5.71M Sell
2015
Q1
$8.95M Buy
2014
Q1
Sell
2013
Q4
$2.93M Hold
2013
Q3
$2.88M Sell
2013
Q2
$8.04M Buy