Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$249K Buy
2017
Q3
Sell
2017
Q2
$8K Sell
2017
Q1
$13K Sell
2016
Q4
$64K Buy
2016
Q3
$55K Buy
2016
Q2
$60K Sell
2016
Q1
$92K Sell
2015
Q4
$188K Sell
2015
Q3
$234K Sell
2015
Q2
$297K Sell
2015
Q1
$346K Sell
2014
Q4
$380K Sell
2014
Q3
$349K Sell
2014
Q2
$387K Sell
2014
Q1
$419K Sell
2013
Q4
$492K Sell
2013
Q3
$516K Sell
2013
Q2
$498K Buy