Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$227K Buy
2015
Q2
Sell
2015
Q1
$24K Hold
2014
Q4
$25K Sell
2014
Q3
$20K Hold
2014
Q2
$23K Sell
2014
Q1
$22K Buy
2013
Q4
$27K Buy