Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.05M Buy
2023
Q2
Sell
2023
Q1
$665K Buy
2020
Q3
Sell
2020
Q2
$242K Buy
2018
Q1
Sell
2017
Q4
$355K Buy
2015
Q4
Sell
2015
Q3
$87K Buy
2015
Q2
$83K Buy
2015
Q1
Sell
2014
Q4
$90K Buy
2014
Q3
$56K Buy
2013
Q3
Sell
2013
Q2
$101K Buy