Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$249K Sell
2025
Q1
$338K Sell
2024
Q4
$760K Buy
2015
Q3
Sell
2015
Q2
$53K Sell
2015
Q1
$51K Buy
2014
Q4
$41K Buy
2014
Q3
$21K Sell
2014
Q2
$38K Buy
2014
Q1
$22K Sell
2013
Q4
$59K Sell
2013
Q3
$57K Buy
2013
Q2
$23K Buy