Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
2017
Q4
Sell
2017
Q3
$12K Buy
2017
Q2
$11K Sell
2017
Q1
$19K Buy
2016
Q4
$17K Hold
2016
Q3
$18K Sell
2016
Q2
$24K Hold
2016
Q1
$27K Sell
2015
Q4
$33K Sell
2015
Q3
$170K Buy
2015
Q2
$146K Buy
2015
Q1
$23K Buy
2014
Q4
$18K Sell
2014
Q3
$124K Buy