Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$545K Sell
2025
Q1
$517K Buy
2024
Q4
$341K Buy
2024
Q3
$340K Buy
2014
Q3
Sell
2014
Q2
$772K Hold
2014
Q1
$751K Buy
2013
Q4
Sell
2013
Q3
$4.47M Buy
2013
Q2
$2.75M Buy