Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$446K Sell
2025
Q1
$298K Sell
2024
Q4
$441K Buy
2015
Q2
Sell
2015
Q1
$552K Hold
2014
Q4
$558K Hold
2014
Q3
$475K Sell
2014
Q2
$713K Sell
2014
Q1
$788K Sell
2013
Q4
$911K Hold
2013
Q3
$790K Buy
2013
Q2
$685K Buy