Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$535K Sell
2025
Q2
$4.63M Buy
2025
Q1
$3.12M Buy
2024
Q4
$4.71M Buy
2024
Q3
$1.55M Buy
2024
Q2
$335K Buy
2016
Q3
Sell
2016
Q2
$270K Buy
2016
Q1
Sell
2015
Q4
$305K Sell
2015
Q3
$373K Hold
2015
Q2
$402K Hold
2015
Q1
$283K Hold
2014
Q4
$334K Hold
2014
Q3
$364K Buy