Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$492K Buy
2024
Q1
Sell
2023
Q4
$391K Sell
2023
Q3
$329K Buy
2020
Q3
Sell
2020
Q2
$256K Sell
2020
Q1
$252K Sell
2019
Q4
$610K Sell
2019
Q3
$589K Buy
2018
Q1
Sell
2017
Q4
$451K Hold
2017
Q3
$555K Sell
2017
Q2
$544K Buy
2017
Q1
$495K Buy
2015
Q3
Sell
2015
Q2
$468K Buy
2015
Q1
$523K Buy