Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$317K Buy
2016
Q4
Sell
2016
Q3
$109K Hold
2016
Q2
$108K Hold
2016
Q1
$103K Hold
2015
Q4
$93K Hold
2015
Q3
$87K Hold
2015
Q2
$95K Hold
2015
Q1
$102K Hold
2014
Q4
$101K Buy