Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$933K Hold
2025
Q2
$807K Buy
2025
Q1
$418K Buy
2015
Q1
Sell
2014
Q4
$270K Buy
2014
Q3
$294K Sell
2014
Q2
$290K Buy