Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$444K Hold
2025
Q2
$405K Buy
2017
Q2
Sell
2017
Q1
$552K Sell
2016
Q4
$564K Sell
2016
Q3
$490K Hold
2016
Q2
$447K Buy
2016
Q1
$415K Buy
2015
Q4
$359K Hold
2015
Q3
$429K Buy
2015
Q2
$417K Buy
2015
Q1
$384K Sell
2014
Q4
$452K Buy
2014
Q3
$372K Buy
2014
Q2
$335K Buy
2014
Q1
$219K Buy