Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$246K Buy
2024
Q2
Sell
2024
Q1
$605K Buy
2023
Q4
$556K Sell
2023
Q3
$547K Buy
2018
Q4
Sell
2018
Q3
$654K Buy
2018
Q2
$619K Sell
2018
Q1
$702K Sell
2017
Q4
$740K Buy
2017
Q3
$994K Buy
2017
Q2
$764K Buy
2017
Q1
$841K Sell
2016
Q4
$898K Sell
2016
Q3
$756K Sell
2016
Q2
$1.09M Buy
2016
Q1
$912K Buy
2015
Q3
Sell
2015
Q2
$1.77M Buy