Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$266K Buy
2025
Q1
Sell
2024
Q4
$218K Buy
2015
Q3
Sell
2015
Q2
$304K Sell
2015
Q1
$361K Sell
2014
Q4
$459K Buy
2014
Q3
$377K Buy
2014
Q2
Sell
2014
Q1
$373K Buy