Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$6.24K Buy
2017
Q2
Sell
2017
Q1
$249K Hold
2016
Q4
$236K Sell
2016
Q3
$235K Sell
2016
Q2
$249K Sell
2016
Q1
$222K Hold
2015
Q4
$516K Hold
2015
Q3
$381K Hold
2015
Q2
$418K Hold
2015
Q1
$396K Sell
2014
Q4
$498K Buy