Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$264K Buy
2017
Q4
Sell
2017
Q3
$285K Sell
2017
Q2
$283K Buy
2017
Q1
$228K Hold
2016
Q4
$228K Buy
2016
Q3
$237K Hold
2016
Q2
$213K Hold
2016
Q1
$217K Buy