Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$703K Buy
2024
Q2
Hold
2024
Q1
Hold
2023
Q4
Hold
2019
Q3
Sell
2019
Q2
$136K Buy
2015
Q3
Sell
2015
Q2
$392K Hold
2015
Q1
$376K Hold
2014
Q4
$350K Hold
2014
Q3
$300K Hold
2014
Q2
$262K Hold
2014
Q1
$235K Hold
2013
Q4
$266K Buy