Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$296K Hold
2025
Q2
$310K Hold
2025
Q1
$261K Buy
2017
Q1
Sell
2016
Q4
$216K Sell
2016
Q3
$321K Sell
2016
Q2
$403K Sell
2016
Q1
$1.05M Sell
2015
Q4
$1.23M Sell
2015
Q3
$1.33M Sell
2015
Q2
$2.2M Sell
2015
Q1
$2.41M Sell
2014
Q4
$2.6M Hold
2014
Q3
$3.08M Buy
2014
Q2
$2.84M Sell
2014
Q1
$3.09M Sell
2013
Q4
$3.07M Buy