Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$240K Sell
2025
Q1
$738K Buy
2024
Q4
$466K Buy
2015
Q4
Sell
2015
Q3
$282K Hold
2015
Q2
$369K Sell
2015
Q1
$361K Buy
2014
Q4
$306K Buy