Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$770K Buy
2015
Q3
Sell
2015
Q2
$4.79M Sell
2015
Q1
$4.59M Buy
2014
Q4
$4.44M Sell
2014
Q3
$4.53M Buy
2014
Q2
$3.87M Buy