Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$398K Sell
2025
Q2
$337K Buy
2025
Q1
$286K Buy
2024
Q4
$250K Hold
2024
Q3
$283K Buy
2014
Q1
Sell
2013
Q4
$355K Sell
2013
Q3
$654K Sell
2013
Q2
$1.11M Buy