Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.61M Buy
2019
Q4
Sell
2019
Q3
$458K Buy
2019
Q2
$340K Buy
2014
Q3
Sell
2014
Q2
$585K Buy
2014
Q1
Hold