Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$203K Sell
2024
Q3
$200K Buy
2017
Q2
Sell
2017
Q1
$433K Sell
2016
Q4
$623K Sell
2016
Q3
$576K Hold
2016
Q2
$450K Sell
2016
Q1
$591K Sell
2015
Q4
$450K Buy
2015
Q3
$400K Buy