Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$259K Sell
2025
Q1
$277K Sell
2024
Q4
$407K Sell
2024
Q3
$2.24M Buy
2014
Q4
Sell
2014
Q3
$5.88M Buy
2014
Q2
Sell
2014
Q1
$805K Buy