Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$214K Buy
2016
Q1
Sell
2015
Q4
$225K Buy
2015
Q3
Sell
2015
Q2
$493K Hold
2015
Q1
$472K Sell
2014
Q4
$536K Sell
2014
Q3
$580K Sell
2014
Q2
$588K Buy
2014
Q1
$625K Hold
2013
Q4
$621K Buy
2013
Q3
$429K Buy
2013
Q2
$336K Buy