Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$507K Buy
2018
Q4
Sell
2018
Q3
$56K Buy
2018
Q2
Sell
2018
Q1
$52K Hold
2017
Q4
$52K Sell
2017
Q3
$49K Sell
2017
Q2
$54K Hold
2017
Q1
$49K Hold
2016
Q4
$49K Buy
2016
Q3
$22K Sell
2016
Q2
$29K Buy
2016
Q1
$19K Hold
2015
Q4
$18K Hold
2015
Q3
$17K Buy