Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$421K Buy
2021
Q3
Sell
2021
Q2
$910K Buy
2021
Q1
$276K Sell
2020
Q4
$332K Buy
2018
Q4
Hold
2018
Q3
Hold
2017
Q4
Sell
2017
Q3
$224K Sell
2017
Q2
$4.79M Buy
2016
Q2
Sell
2016
Q1
$721K Buy
2015
Q4
Sell
2015
Q3
$636K Buy
2015
Q1
Sell
2014
Q4
$270K Buy
2014
Q2
Sell
2014
Q1
$1.76M Buy