Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$437K Hold
2025
Q2
$163K Sell
2025
Q1
$2.1M Hold
2024
Q4
$1.93M Sell
2024
Q3
$2.28M Buy
2016
Q4
Sell
2016
Q3
$582K Sell
2016
Q2
$762K Buy
2015
Q3
Sell
2015
Q2
$1.55M Sell
2015
Q1
$12.2M Buy
2014
Q4
$9.46M Sell
2014
Q3
$8.57M Buy
2014
Q2
$6.92M Buy
2014
Q1
$990K Buy
2013
Q4
Sell
2013
Q3
$4.86M Sell
2013
Q2
$6.15M Buy