Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$320K Buy
2015
Q2
Sell
2015
Q1
$256K Sell
2014
Q4
$380K Sell
2014
Q3
$4.61M Sell
2014
Q2
$5.14M Buy
2014
Q1
$2.66M Buy
2013
Q4
$2.05M Buy
2013
Q3
$236K Hold
2013
Q2
$201K Buy