Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$749K Buy
2024
Q3
Sell
2024
Q2
$960K Buy
2024
Q1
$1.05M Buy
2015
Q3
Sell
2015
Q2
$601K Buy
2015
Q1
$258K Buy
2014
Q2
Sell
2014
Q1
$816K Buy
2013
Q4
$879K Buy