Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$170K Buy
2017
Q4
Sell
2017
Q3
$268K Buy
2017
Q2
$205K Sell
2017
Q1
$205K Buy
2016
Q4
$200K Buy
2014
Q2
Sell
2014
Q1
$637K Buy