Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$181K Sell
2025
Q1
$272K Sell
2024
Q4
$366K Hold
2024
Q3
$352K Buy
2024
Q1
$404K Sell
2023
Q4
$411K Buy
2015
Q4
Sell
2015
Q3
$4.91M Buy
2015
Q1
Sell
2014
Q4
$5.48M Hold
2014
Q3
$4.91M Sell
2014
Q2
$4.41M Sell
2014
Q1
$3.88M Sell
2013
Q4
$3.27M Buy
2013
Q3
$2.66M Hold
2013
Q2
$2.56M Buy