Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$284K Buy
2018
Q4
Sell
2018
Q3
$85K Buy
2018
Q2
Sell
2018
Q1
$102K Hold
2017
Q4
$106K Hold
2017
Q3
$105K Buy
2017
Q2
$71K Sell
2017
Q1
$70K Hold
2016
Q4
$70K Hold
2016
Q3
$69K Hold
2016
Q2
$77K Hold
2016
Q1
$74K Buy
2015
Q4
Sell
2015
Q3
$49K Buy