Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$244K Buy
2019
Q1
Sell
2018
Q4
$541K Sell
2018
Q3
$652K Buy
2018
Q2
$493K Hold
2018
Q1
$500K Hold
2017
Q4
$573K Hold
2017
Q3
$536K Hold
2017
Q2
$539K Hold
2017
Q1
$484K Sell
2016
Q4
$459K Buy
2016
Q3
$424K Buy
2016
Q2
$367K Hold
2016
Q1
$374K Sell
2015
Q4
$338K Buy
2015
Q3
$306K Hold
2015
Q2
$374K Sell
2015
Q1
$410K Buy