Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$359K Buy
2025
Q1
$254K Sell
2024
Q4
$320K Hold
2024
Q3
$319K Hold
2024
Q2
$302K Buy
2014
Q3
Sell
2014
Q2
$5.14M Sell
2014
Q1
$5.03M Sell
2013
Q4
$5.18M Buy
2013
Q3
$4.18M Buy