Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$535K Buy
2023
Q4
Sell
2023
Q3
$136K Buy
2014
Q2
Sell
2014
Q1
$660K Hold
2013
Q4
$610K Hold
2013
Q3
$599K Hold
2013
Q2
$528K Buy