Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$292K Hold
2025
Q2
$301K Buy
2016
Q4
Sell
2016
Q3
$166K Hold
2016
Q2
$165K Hold
2016
Q1
$145K Hold
2015
Q4
$193K Buy