Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
2025
Q1
Hold
2024
Q3
Hold
2024
Q2
Hold
2024
Q1
Hold
2015
Q1
Sell
2014
Q4
$263K Hold
2014
Q3
$176K Hold
2014
Q2
$180K Hold
2014
Q1
$144K Buy