Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$557K Buy
2016
Q2
Sell
2016
Q1
$680K Buy
2015
Q2
Sell
2015
Q1
$390K Buy
2014
Q4
$348K Hold
2014
Q3
$337K Hold
2014
Q2
$330K Hold
2014
Q1
$300K Buy