Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$597K Hold
2025
Q4
$700K Buy
2021
Q4
Sell
2021
Q3
$209K Sell
2021
Q2
$407K Buy
2019
Q4
Sell
2019
Q3
$232K Hold
2019
Q2
$265K Hold
2019
Q1
$373K Sell
2018
Q4
$409K Sell
2018
Q3
$893K Sell
2018
Q2
$1.27M Hold
2018
Q1
$1.17M Sell
2017
Q4
$1.28M Sell
2017
Q3
$1.48M Buy
2017
Q2
$1.06M Buy
2017
Q1
$560K Buy
2016
Q4
$492K Sell
2016
Q3
$603K Sell
2016
Q2
$605K Hold
2016
Q1
$700K Buy