Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$467K Buy
2018
Q1
Sell
2017
Q4
$3K Sell
2017
Q3
$13K Hold
2017
Q2
$12K Buy
2017
Q1
$3K Hold
2016
Q4
$3K Sell
2016
Q3
$55K Hold
2016
Q2
$48K Sell
2016
Q1
$61K Hold
2015
Q4
$69K Buy