Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$232K Buy
2017
Q2
Sell
2017
Q1
$279K Sell
2016
Q4
$329K Sell
2016
Q3
$340K Sell
2016
Q2
$365K Sell
2016
Q1
$314K Hold
2015
Q4
$326K Sell
2015
Q3
$738K Sell
2015
Q2
$1M Buy