Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$351K Buy
2017
Q2
Sell
2017
Q1
$117K Sell
2016
Q4
$224K Buy
2016
Q3
$4K Hold
2016
Q2
$3K Hold
2016
Q1
$1K Hold
2015
Q4
$2K Sell
2015
Q3
$235K Sell
2015
Q2
$969K Buy
2015
Q1
$570K Buy
2014
Q4
$462K Buy
2014
Q3
$337K Sell
2014
Q2
$385K Buy
2014
Q1
$15K Hold
2013
Q4
$13K Buy