Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$227K Buy
2017
Q1
Sell
2016
Q4
$51K Buy
2016
Q3
$43K Sell
2016
Q2
$58K Sell
2016
Q1
$65K Buy
2015
Q4
$47K Sell
2015
Q3
$62K Sell
2015
Q2
$68K Buy
2015
Q1
$67K Buy
2014
Q4
$76K Sell
2014
Q3
$83K Sell
2014
Q2
$95K Sell
2014
Q1
$86K Buy
2013
Q4
$84K Buy
2013
Q3
$86K Buy
2013
Q2
$63K Buy