Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$253K Buy
2024
Q4
Sell
2024
Q3
$233K Buy
2021
Q3
Sell
2021
Q2
$397K Sell
2021
Q1
$720K Sell
2020
Q4
$696K Sell
2020
Q3
$659K Buy
2020
Q2
$456K Sell
2020
Q1
$438K Buy
2019
Q4
$310K Buy
2017
Q4
Sell
2017
Q3
$320K Sell
2017
Q2
$398K Buy
2017
Q1
$260K Buy