Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$718K Buy
2018
Q3
Sell
2018
Q2
$726K Buy
2018
Q1
Sell
2017
Q4
$764K Hold
2017
Q3
$792K Hold
2017
Q2
$746K Sell
2017
Q1
$1.29M Sell
2016
Q4
$2.23M Buy
2016
Q3
$1.05M Sell
2016
Q2
$1.08M Sell
2016
Q1
$1.05M Buy
2015
Q4
$770K Sell
2015
Q3
$1.27M Buy
2015
Q2
$1.46M Sell
2015
Q1
$3.78M Buy
2014
Q4
$2.9M Sell
2014
Q3
$6.68M Sell
2014
Q2
$7.09M Buy
2014
Q1
$6.12M Sell
2013
Q4
$6.34M Buy
2013
Q3
$5.42M Buy
2013
Q2
$4.17M Buy