Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$524K Buy
2025
Q2
$377K Sell
2025
Q1
$344K Buy
2024
Q4
$292K Buy
2024
Q3
$329K Sell
2024
Q2
$357K Buy
2024
Q1
$293K Buy
2015
Q1
Sell
2014
Q4
$6.98M Sell
2014
Q3
$7.84M Sell
2014
Q2
$7.31M Buy
2014
Q1
$6.95M Sell
2013
Q4
$6.5M Sell
2013
Q3
$7.15M Buy
2013
Q2
$6.12M Buy