Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$277K Buy
2016
Q3
Sell
2016
Q2
$24K Hold
2016
Q1
$27K Sell
2015
Q4
$31K Hold
2015
Q3
$31K Hold
2015
Q2
$39K Sell
2015
Q1
$50K Sell
2014
Q4
$55K Sell
2014
Q3
$74K Buy