Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$355K Buy
2016
Q4
Sell
2016
Q3
$4.8M Buy
2016
Q1
Sell
2015
Q4
$2.96M Buy
2015
Q2
Sell
2015
Q1
$281K Sell
2014
Q4
$420K Buy
2014
Q3
Sell
2014
Q2
$3.74M Buy
2013
Q4
Sell
2013
Q3
$4.41M Buy