Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$357K Buy
2025
Q1
$223K Buy
2017
Q1
Sell
2016
Q4
$125K Hold
2016
Q3
$130K Sell
2016
Q2
$425K Sell
2016
Q1
$634K Sell
2015
Q4
$1.39M Buy
2015
Q3
$892K Hold
2015
Q2
$866K Hold
2015
Q1
$876K Sell
2014
Q4
$1.71M Sell
2014
Q3
$1.92M Hold
2014
Q2
$1.94M Sell
2014
Q1
$2.08M Sell
2013
Q4
$2.15M Buy
2013
Q3
$1.27M Sell
2013
Q2
$1.27M Buy