Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$715K Sell
2025
Q2
$769K Buy
2025
Q1
$684K Buy
2024
Q4
$658K Buy
2024
Q3
$627K Buy
2024
Q2
$601K Buy
2015
Q1
Sell
2014
Q4
$1.3M Buy