Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$404K Buy
2015
Q1
Sell
2014
Q4
$472K Sell
2014
Q3
$481K Sell
2014
Q2
$497K Sell
2014
Q1
$587K Buy
2013
Q4
$395K Buy