Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$386K Sell
2025
Q2
$427K Sell
2025
Q1
$492K Buy
2016
Q2
Sell
2016
Q1
$380K Buy
2014
Q3
Sell
2014
Q2
$288K Hold
2014
Q1
$288K Hold
2013
Q4
$259K Buy