Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$325K Hold
2025
Q2
$325K Sell
2025
Q1
$703K Buy
2024
Q4
$558K Buy
2021
Q2
Sell
2021
Q1
$214K Sell
2020
Q4
$219K Sell
2020
Q3
$246K Sell
2020
Q2
$366K Sell
2020
Q1
$989K Sell
2019
Q4
$1.67M Buy
2017
Q1
Sell
2016
Q4
$221K Buy
2016
Q1
Sell
2015
Q4
$1.47M Hold
2015
Q3
$1.41M Hold
2015
Q2
$1.58M Hold
2015
Q1
$1.53M Hold
2014
Q4
$1.51M Hold
2014
Q3
$1.39M Hold
2014
Q2
$1.43M Hold
2014
Q1
$1.34M Buy