Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$426K Buy
2023
Q3
Sell
2023
Q2
$357K Sell
2023
Q1
$349K Sell
2022
Q4
$402K Buy
2022
Q3
$325K Buy
2014
Q1
Sell
2013
Q4
$762K Sell
2013
Q3
$847K Sell
2013
Q2
$1.13M Buy