Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.14M Buy
2023
Q2
Sell
2023
Q1
$216K Buy
2018
Q4
Sell
2018
Q3
$100K Buy
2018
Q2
Sell
2018
Q1
$126K Sell
2017
Q4
$145K Sell
2017
Q3
$157K Buy
2017
Q2
$156K Sell
2017
Q1
$134K Hold
2016
Q4
$134K Sell
2016
Q3
$140K Sell
2016
Q2
$143K Buy
2016
Q1
$133K Sell
2015
Q4
$122K Sell
2015
Q3
$123K Buy