Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$383K Buy
2025
Q1
$303K Buy
2024
Q3
Sell
2024
Q2
$484K Buy
2023
Q3
Sell
2023
Q2
$468K Buy
2015
Q3
$217K Buy
2014
Q3
Sell
2014
Q2
$798K Buy
2014
Q1
Sell
2013
Q4
$600K Buy
2013
Q3
$381K Sell
2013
Q2
$2.58M Buy