Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$233K Buy
2014
Q4
Sell
2014
Q3
$60K Buy
2014
Q2
$70K Buy
2014
Q1
$27K Buy
2013
Q4
$24K Hold
2013
Q3
$20K Hold
2013
Q2
$18K Buy