Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$530K Hold
2025
Q4
$448K Buy
2019
Q4
Sell
2019
Q3
$150K Hold
2019
Q2
$152K Hold
2019
Q1
$140K Sell
2018
Q4
$132K Hold
2018
Q3
$154K Buy
2018
Q2
$155K Sell
2018
Q1
$665K Buy
2017
Q4
$582K Buy
2017
Q3
$593K Buy
2017
Q2
$420K Buy
2017
Q1
$438K Sell
2016
Q4
$412K Hold
2016
Q3
$510K Buy
2016
Q2
$185K Hold
2016
Q1
$163K Buy