Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$368K Sell
2025
Q2
$520K Sell
2025
Q1
$650K Buy
2024
Q4
$524K Buy
2024
Q3
$480K Buy
2024
Q2
$484K Buy
2014
Q1
Sell
2013
Q4
$1.91M Buy