Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$655K Hold
2025
Q2
$702K Hold
2025
Q1
$761K Hold
2024
Q4
$674K Sell
2024
Q3
$731K Hold
2024
Q2
$770K Buy
2017
Q2
Sell
2017
Q1
$295K Sell
2016
Q4
$333K Sell
2016
Q3
$407K Sell
2016
Q2
$459K Hold
2016
Q1
$508K Buy
2015
Q4
$485K Buy
2015
Q3
$260K Sell
2015
Q2
$1.85M Buy