Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$460K Buy
2023
Q1
Sell
2022
Q4
$238K Hold
2022
Q3
$227K Sell
2022
Q2
$231K Sell
2022
Q1
$368K Hold
2021
Q4
$336K Buy
2021
Q3
$278K Buy
2018
Q3
Sell
2018
Q2
$329K Buy
2018
Q1
$309K Sell
2017
Q4
$703K Hold
2017
Q3
$592K Hold
2017
Q2
$609K Hold
2017
Q1
$587K Buy
2016
Q4
$510K Sell
2016
Q3
$630K Buy