Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$348K Buy
+8,499
New +$348K 0.03% 482
2014
Q4
Sell
-7,770
Closed -$295K 502
2014
Q3
$295K Buy
+7,770
New +$309K 0.02% 497
2014
Q1
$331K Sell
8,430
-69
-0.8% -$2.69K 0.02% 489
2013
Q4
$348K Sell
8,499
-50
-0.6% -$1.97K 0.03% 482
2013
Q3
$333K Buy
+8,549
New +$347K 0.03% 479