Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$385K Buy
2025
Q1
$326K Sell
2024
Q4
$349K Sell
2024
Q3
$372K Buy
2014
Q2
Sell
2014
Q1
$549K Sell
2013
Q4
$607K Buy
2013
Q3
$568K Buy
2013
Q2
$433K Buy