Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$670K Hold
2025
Q2
$549K Hold
2025
Q1
$499K Sell
2024
Q4
$473K Sell
2024
Q3
$505K Buy
2024
Q2
$280K Buy
2019
Q4
Sell
2019
Q3
$5.22M Buy
2018
Q3
Sell
2018
Q2
$751K Sell
2018
Q1
$838K Sell
2017
Q4
$883K Sell
2017
Q3
$962K Sell
2017
Q2
$922K Sell
2017
Q1
$908K Sell
2016
Q4
$865K Sell
2016
Q3
$1.39M Buy
2013
Q4
Sell
2013
Q3
$973K Sell
2013
Q2
$1.01M Buy