Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$606K Buy
2014
Q3
Sell
2014
Q2
$283K Sell
2014
Q1
$458K Sell
2013
Q4
$619K Sell
2013
Q3
$739K Sell
2013
Q2
$2.85M Buy