Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$395K Buy
2016
Q1
Sell
2015
Q4
$211K Sell
2015
Q3
$457K Sell
2015
Q2
$542K Buy
2015
Q1
$531K Buy
2014
Q4
$648K Sell
2014
Q3
$624K Sell
2014
Q2
$637K Sell
2014
Q1
$622K Hold
2013
Q4
$538K Buy