Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Hold
2025
Q2
Hold
2025
Q1
Hold
2022
Q2
Sell
2022
Q1
$546K Sell
2021
Q4
$658K Buy
2021
Q3
$517K Sell
2021
Q2
$1.33M Buy
2016
Q2
Hold
2016
Q1
Hold
2015
Q4
Hold
2015
Q3
Hold