Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$236K Buy
2018
Q4
Sell
2018
Q3
$206K Buy
2014
Q4
Sell
2014
Q3
$99K Hold
2014
Q2
$85K Hold
2014
Q1
$85K Sell
2013
Q4
$101K Buy
2013
Q3
$6K Buy