Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$862K Buy
2023
Q4
Sell
2023
Q3
$459K Buy
2022
Q4
Sell
2022
Q3
$279K Buy
2020
Q2
Sell
2020
Q1
$203K Buy
2019
Q4
$306K Buy
2017
Q2
Sell
2017
Q1
$218K Hold
2016
Q4
$221K Hold
2016
Q3
$254K Buy
2016
Q2
$207K Buy
2015
Q4
Sell
2015
Q3
$399K Buy