Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$243K Buy
2022
Q4
Sell
2022
Q3
$32K Buy
2015
Q4
Sell
2015
Q3
$5K Sell
2015
Q2
$8K Sell
2015
Q1
$8K Sell
2014
Q4
$11K Hold
2014
Q3
$10K Hold
2014
Q2
$9K Buy
2014
Q1
$7K Sell
2013
Q4
$9K Hold
2013
Q3
$8K Hold
2013
Q2
$7K Buy