Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$21.2K Buy
2016
Q4
Hold
2016
Q3
Sell
2016
Q2
$124K Sell
2016
Q1
$607K Sell
2015
Q4
$654K Sell
2015
Q3
$614K Hold
2015
Q2
$712K Hold
2015
Q1
$655K Sell
2014
Q4
$734K Hold
2014
Q3
$640K Sell
2014
Q2
$682K Buy
2014
Q1
$738K Buy
2013
Q4
$777K Sell
2013
Q3
$704K Hold
2013
Q2
$630K Buy