Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Buy
2017
Q1
Sell
2016
Q4
$58K Hold
2016
Q3
$65K Hold
2016
Q2
$65K Sell
2016
Q1
$66K Hold
2015
Q4
$66K Sell
2015
Q3
$66K Hold
2015
Q2
$71K Hold
2015
Q1
$79K Buy
2014
Q4
$73K Buy
2014
Q3
$72K Hold
2014
Q2
$84K Hold
2014
Q1
$84K Hold
2013
Q4
$84K Sell
2013
Q3
$184K Hold
2013
Q2
$183K Buy