Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$306K Buy
2025
Q1
$242K Buy
2015
Q2
Sell
2015
Q1
$236K Buy
2014
Q4
$245K Buy
2014
Q3
$273K Hold
2014
Q2
$311K Sell
2014
Q1
$402K Hold
2013
Q4
$369K Sell
2013
Q3
$839K Sell
2013
Q2
$836K Buy