Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$283K Buy
2017
Q4
Sell
2017
Q3
$285K Sell
2017
Q2
$257K Sell
2017
Q1
$333K Buy
2016
Q4
$300K Sell
2016
Q3
$376K Sell
2016
Q2
$400K Buy
2016
Q1
$334K Hold
2015
Q4
$346 Buy