Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$285K Buy
2022
Q2
Sell
2022
Q1
$218K Sell
2021
Q4
$271K Sell
2021
Q3
$325K Sell
2021
Q2
$388K Sell
2021
Q1
$443K Sell
2020
Q4
$502K Sell
2020
Q3
$489K Sell
2020
Q2
$570K Sell
2020
Q1
$619K Sell
2019
Q4
$1.48M Sell
2019
Q3
$1.42M Sell
2019
Q2
$1.62M Sell
2019
Q1
$1.55M Buy
2018
Q4
$1.05M Buy
2014
Q3
Sell
2014
Q2
$299K Sell
2014
Q1
$332K Sell
2013
Q4
$347K Buy