Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$231K Buy
2018
Q1
Sell
2017
Q4
$266K Sell
2017
Q3
$307K Hold
2017
Q2
$243K Sell
2017
Q1
$255K Sell
2016
Q4
$227K Sell
2016
Q3
$300K Buy