Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$291K Sell
2025
Q2
$319K Sell
2025
Q1
$349K Buy
2015
Q2
Sell
2015
Q1
$210K Sell
2014
Q4
$223K Sell
2014
Q3
$221K Sell
2014
Q2
$226K Sell
2014
Q1
$220K Sell
2013
Q4
$220K Buy
2013
Q3
$231K Buy