Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$420K Buy
2015
Q3
Sell
2015
Q2
$198K Hold
2015
Q1
$200K Hold
2014
Q4
$268K Hold
2014
Q3
$316K Hold
2014
Q2
$350K Hold
2014
Q1
$313K Sell
2013
Q4
$357K Buy
2013
Q3
$233K Buy