Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$265K Sell
2025
Q2
$317K Buy
2025
Q1
$277K Sell
2024
Q4
$335K Buy
2015
Q2
Sell
2015
Q1
$229K Sell
2014
Q4
$794K Buy
2014
Q3
$541K Buy
2014
Q2
$510K Buy
2014
Q1
$349K Buy