Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$304K Buy
2017
Q4
Sell
2017
Q3
$40K Sell
2017
Q2
$40K Sell
2017
Q1
$43K Hold
2016
Q4
$43K Hold
2016
Q3
$35K Hold
2016
Q2
$31K Hold
2016
Q1
$31K Buy