Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$681K Hold
2025
Q1
$657K Hold
2024
Q4
$840K Buy
2015
Q3
Sell
2015
Q2
$1.42M Buy
2015
Q1
$563K Buy
2014
Q2
Sell
2014
Q1
$781K Buy
2013
Q4
$784K Buy