Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$295K Buy
2023
Q4
Sell
2023
Q3
$552K Sell
2023
Q2
$1.36M Buy
2020
Q1
Sell
2019
Q4
$2.02M Buy
2014
Q3
Sell
2014
Q2
$796K Sell
2014
Q1
$765K Buy