Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$941K Sell
2025
Q2
$1.73M Hold
2025
Q1
$1.96M Sell
2024
Q4
$2.42M Buy
2019
Q1
Sell
2018
Q4
$3.57M Hold
2018
Q3
$4.49M Hold
2018
Q2
$3.96M Buy
2018
Q1
$3.62M Buy
2017
Q4
$396K Buy
2016
Q1
Sell
2015
Q4
$1.02M Sell
2015
Q3
$2.2M Hold
2015
Q2
$2.57M Buy