Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$712K Buy
2025
Q2
$286K Hold
2025
Q1
$344K Buy
2024
Q4
$386K Buy
2024
Q3
$521K Hold
2024
Q2
$569K Sell
2024
Q1
$612K Hold
2023
Q4
$515K Buy
2023
Q3
$345K Hold
2023
Q2
$351K Buy
2015
Q1
Sell
2014
Q4
$6.39M Buy
2014
Q3
$7.03M Sell
2014
Q2
$5.82M Buy
2014
Q1
$5.52M Buy
2013
Q4
$4.37M Buy