Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$174K Buy
2017
Q3
Sell
2017
Q2
$265K Sell
2017
Q1
$321K Sell
2016
Q4
$335K Buy
2016
Q3
$326K Sell
2016
Q2
$345K Buy
2016
Q1
$368K Sell
2015
Q4
$366K Buy
2015
Q3
$253K Buy
2014
Q2
Sell
2014
Q1
$688K Buy
2013
Q4
$740K Sell
2013
Q3
$702K Buy
2013
Q2
$468K Buy