Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$765K Sell
2025
Q2
$1.44M Buy
2015
Q2
Sell
2015
Q1
$213K Sell
2014
Q4
$300K Sell
2014
Q3
$289K Buy
2014
Q2
$283K Buy
2014
Q1
$236K Buy