Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$792K Sell
2025
Q1
$787K Buy
2015
Q4
Sell
2015
Q3
$150K Sell
2015
Q2
$1.27M Buy
2015
Q1
$767K Buy
2014
Q4
Sell
2014
Q3
$571K Sell
2014
Q2
$919K Buy
2014
Q1
$910K Sell
2013
Q4
$1.12M Buy
2013
Q3
$932K Buy
2013
Q2
$784K Buy