Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$783K Buy
2021
Q3
Sell
2021
Q2
$476K Buy
2021
Q1
$400K Buy
2015
Q1
Sell
2014
Q4
$915K Sell
2014
Q3
$2.3M Sell
2014
Q2
$2.88M Buy