Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$341K Buy
2025
Q1
Sell
2024
Q4
$222K Sell
2024
Q3
$224K Hold
2024
Q2
$211K Hold
2024
Q1
$222K Buy
2019
Q4
Sell
2019
Q3
$211K Hold
2019
Q2
$200K Buy
2016
Q1
Sell
2015
Q4
$263K Sell
2015
Q3
$269K Sell
2015
Q2
$286K Sell
2015
Q1
$311K Sell
2014
Q4
$321K Sell
2014
Q3
$294K Sell
2014
Q2
$332K Sell
2014
Q1
$410K Sell
2013
Q4
$522K Sell
2013
Q3
$1.12M Sell
2013
Q2
$1.16M Buy