Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$876K Hold
2025
Q2
$980K Hold
2025
Q1
$1.19M Buy
2016
Q3
Sell
2016
Q2
$132K Hold
2016
Q1
$83K Hold
2015
Q4
$69K Hold
2015
Q3
$90K Hold
2015
Q2
$110K Hold
2015
Q1
$135K Hold
2014
Q4
$139K Hold
2014
Q3
$183K Sell
2014
Q2
$194K Buy