Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$200K Buy
2020
Q1
Sell
2019
Q4
$376K Buy
2019
Q3
$249K Buy
2019
Q2
$228K Buy
2019
Q1
$277K Sell
2018
Q4
$252K Buy
2018
Q3
$276K Sell
2018
Q2
$693K Buy
2018
Q1
$495K Buy
2017
Q4
$404K Sell
2017
Q3
$408K Buy
2017
Q2
$293K Buy