Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$257K Buy
2025
Q1
Sell
2024
Q4
$212K Buy
2022
Q3
Sell
2022
Q2
$254K Buy
2015
Q3
Sell
2015
Q2
$307K Sell
2015
Q1
$369K Buy
2014
Q4
$364K Sell
2014
Q3
$345K Sell
2014
Q2
$441K Sell
2014
Q1
$594K Sell
2013
Q4
$800K Sell
2013
Q3
$1.76M Sell
2013
Q2
$1.62M Buy