Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$245K Buy
2017
Q2
Sell
2017
Q1
$206K Buy
2016
Q4
Hold
2016
Q3
Hold
2016
Q1
Sell
2015
Q4
$212K Sell
2015
Q3
$464K Sell
2015
Q2
$831K Buy