Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$223K Buy
2016
Q1
Sell
2015
Q4
$201K Hold
2015
Q3
$215K Hold
2015
Q2
$230K Hold
2015
Q1
$231K Hold
2014
Q4
$217K Hold
2014
Q3
$220K Hold
2014
Q2
$212K Buy