Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$336K Buy
2018
Q3
Sell
2018
Q2
$102K Buy
2018
Q1
$113K Sell
2017
Q4
$123K Buy
2017
Q3
$123K Buy
2017
Q2
$115K Sell
2017
Q1
$136K Sell
2016
Q4
$146K Buy