Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$250K Hold
2025
Q2
$239K Sell
2025
Q1
$260K Buy
2018
Q4
Sell
2018
Q3
$424K Buy
2014
Q3
Sell
2014
Q2
$1.44M Sell
2014
Q1
$1.53M Buy
2013
Q4
$1.29M Buy
2013
Q3
$899K Buy
2013
Q2
$762K Buy