Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$5.79M Buy
2024
Q4
Sell
2024
Q3
$160K Buy
2022
Q1
Sell
2021
Q4
$550K Buy
2020
Q4
Sell
2020
Q3
$685K Sell
2020
Q2
$969K Buy
2020
Q1
$223K Sell
2019
Q4
$1.55M Buy
2019
Q3
$332K Sell
2019
Q2
$11.5M Buy
2017
Q2
Sell
2017
Q1
$846K Sell
2016
Q4
$1.05M Buy
2016
Q3
Sell
2016
Q2
$401K Buy
2016
Q1
$306K Buy