Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$445K Hold
2025
Q1
$375K Hold
2024
Q4
$331K Hold
2024
Q3
$334K Buy
2017
Q4
Sell
2017
Q3
$7.25K Sell
2017
Q2
$511K Sell
2017
Q1
$1.01M Sell
2016
Q4
$977K Hold
2016
Q3
$935K Sell
2016
Q2
$1.12M Hold
2016
Q1
$1.11M Buy
2015
Q4
$985K Hold
2015
Q3
$1.04M Hold
2015
Q2
$1.16M Hold
2015
Q1
$1.15M Hold
2014
Q4
$1.15M Sell
2014
Q3
$1.38M Buy
2014
Q2
$591K Sell
2014
Q1
$632K Hold
2013
Q4
$616K Hold
2013
Q3
$608K Hold
2013
Q2
$627K Buy