Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$400K Buy
2018
Q2
Sell
2018
Q1
$1.59M Sell
2017
Q4
$1.85M Buy
2017
Q3
$1.69M Sell
2017
Q2
$2.04M Sell
2017
Q1
$2.18M Buy
2016
Q4
$2.01M Sell
2016
Q3
$2M Sell
2016
Q2
$2.02M Buy
2016
Q1
$1.9M Buy
2015
Q4
$1.56M Buy