Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$5.29M Buy
2020
Q3
Sell
2020
Q2
$73K Sell
2020
Q1
$144K Sell
2019
Q4
$318K Hold
2019
Q3
$321K Buy
2019
Q2
$213K Buy
2018
Q2
Sell
2018
Q1
$10K Sell
2017
Q4
$10K Buy
2014
Q4
Sell
2014
Q3
$1.78M Hold
2014
Q2
$1.48M Hold
2014
Q1
$1.88M Sell
2013
Q4
$2.67M Sell
2013
Q3
$2.9M Sell
2013
Q2
$4.98M Buy