Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$405K Sell
2025
Q1
$379K Buy
2024
Q4
Sell
2024
Q3
$636K Hold
2024
Q2
$665K Buy
2015
Q2
Sell
2015
Q1
$6.94M Sell
2014
Q4
$22.7M Buy
2014
Q3
$14.8M Buy