Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$292K Buy
2016
Q4
Sell
2016
Q3
$253K Sell
2016
Q2
$356K Sell
2016
Q1
$353K Sell
2015
Q4
$383K Sell
2015
Q3
$934K Sell
2015
Q2
$1.22M Sell
2015
Q1
$1.21M Sell
2014
Q4
$1.23M Sell
2014
Q3
$2.15M Buy
2014
Q2
$1.62M Buy
2014
Q1
$1.36M Sell
2013
Q4
$1.19M Sell
2013
Q3
$1.19M Buy
2013
Q2
$1.07M Buy