Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$210K Buy
2014
Q4
Sell
2014
Q3
$6K Hold
2014
Q2
$6K Hold
2014
Q1
$6K Hold
2013
Q4
$6K Buy