Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$371K Buy
2025
Q2
$285K Buy
2025
Q1
$211K Buy
2018
Q2
Sell
2018
Q1
$340K Buy
2014
Q1
Sell
2013
Q4
$203K Sell
2013
Q3
$285K Sell
2013
Q2
$395K Buy