Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$168K Hold
2025
Q2
$116K Sell
2025
Q1
$102K Sell
2024
Q4
$169K Buy
2024
Q3
$202K Buy
2014
Q2
Sell
2014
Q1
$203K Sell
2013
Q4
$269K Sell
2013
Q3
$8.01M Buy
2013
Q2
$8.19M Buy