Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$440K Buy
2016
Q2
Sell
2016
Q1
$293K Hold
2015
Q4
$268K Hold
2015
Q3
$267K Hold
2015
Q2
$315K Buy
2015
Q1
$318K Sell
2014
Q4
$413K Buy
2014
Q3
$314K Sell
2014
Q2
$346K Hold
2014
Q1
$387K Buy