Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$535K Buy
2025
Q2
$443K Buy
2025
Q1
$499K Hold
2024
Q4
$432K Buy
2015
Q2
Sell
2015
Q1
$231K Sell
2014
Q4
$415K Buy
2014
Q3
$346K Buy