Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$652K Hold
2025
Q1
$736K Buy
2024
Q4
$638K Hold
2024
Q3
$678K Buy
2015
Q2
Sell
2015
Q1
$280K Sell
2014
Q4
$352K Buy
2014
Q3
Sell
2014
Q2
$413K Hold
2014
Q1
$378K Sell
2013
Q4
$1.18M Hold
2013
Q3
$1.02M Sell
2013
Q2
$1.02M Buy