Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$235K Buy
2016
Q2
Sell
2016
Q1
$32K Sell
2015
Q4
$151K Buy
2015
Q3
$59K Buy
2015
Q2
$48K Sell
2015
Q1
$63K Hold
2014
Q4
$63K Buy