Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$530K Hold
2025
Q2
$568K Buy
2025
Q1
$464K Hold
2024
Q4
$412K Hold
2024
Q3
$429K Sell
2024
Q2
$462K Buy
2014
Q4
Sell
2014
Q3
$767K Buy
2014
Q2
$608K Sell
2014
Q1
$525K Hold
2013
Q4
$495K Hold
2013
Q3
$450K Buy
2013
Q2
$321K Buy