Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.28M Buy
2020
Q1
Sell
2019
Q4
$1.1M Hold
2019
Q3
$948K Hold
2019
Q2
$881K Sell
2019
Q1
$2.03M Sell
2018
Q4
$4.07M Sell
2018
Q3
$4.37M Buy
2018
Q2
$1.61M Buy
2017
Q4
Sell
2017
Q3
$1.56M Sell
2017
Q2
$2.53M Sell
2017
Q1
$3.44M Buy
2016
Q4
$3.32M Buy
2016
Q3
$3.22M Buy
2016
Q2
$2.43M Buy
2013
Q4
Sell
2013
Q3
$218K Buy