Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$147K Buy
2016
Q3
Sell
2016
Q2
$591K Buy
2014
Q4
Sell
2014
Q3
$168K Sell
2014
Q2
$202K Hold
2014
Q1
$188K Buy