Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$239K Hold
2025
Q2
$267K Buy
2014
Q4
Sell
2014
Q3
$296K Hold
2014
Q2
$289K Sell
2014
Q1
$463K Sell
2013
Q4
$646K Sell
2013
Q3
$708K Sell
2013
Q2
$633K Buy