Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$638K Buy
2025
Q1
$343K Hold
2024
Q4
$363K Hold
2024
Q3
$442K Hold
2024
Q2
$366K Buy
2016
Q2
Sell
2016
Q1
$317K Hold
2015
Q4
$219K Hold
2015
Q3
$277K Buy
2015
Q2
$586K Hold
2015
Q1
$582K Buy
2014
Q4
$653K Hold
2014
Q3
$697K Hold
2014
Q2
$847K Sell
2014
Q1
$727K Buy
2013
Q4
$684K Hold
2013
Q3
$586K Sell
2013
Q2
$510K Buy