Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$210K Buy
2017
Q1
Sell
2016
Q4
$765K Sell
2016
Q3
$837K Hold
2016
Q2
$755K Buy
2016
Q1
$734K Buy
2015
Q4
$659K Sell
2015
Q3
$593K Sell
2015
Q2
$629K Sell
2015
Q1
$2.63M Sell
2014
Q4
$2.51M Sell
2014
Q3
$4.18M Sell
2014
Q2
$3.96M Buy
2014
Q1
$3.93M Buy
2013
Q4
$4.02M Buy
2013
Q3
$3.75M Buy
2013
Q2
$3.41M Buy