Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$335K Buy
2025
Q1
$285K Sell
2024
Q4
$348K Buy
2014
Q3
Sell
2014
Q2
$255K Sell
2014
Q1
$378K Sell
2013
Q4
$545K Buy
2013
Q3
$529K Sell
2013
Q2
$532K Buy