Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$870K Hold
2025
Q2
$738K Hold
2025
Q1
$664K Sell
2024
Q4
$919K Buy
2024
Q3
$748K Hold
2024
Q2
$752K Buy
2016
Q3
Sell
2016
Q2
$534K Buy
2015
Q1
Sell
2014
Q4
$682K Hold
2014
Q3
$686K Buy