Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$217K Buy
2020
Q3
Sell
2020
Q2
$1.15M Buy
2020
Q1
$511K Buy
2019
Q4
$564K Buy
2019
Q3
$470K Sell
2019
Q2
$493K Buy
2019
Q1
$432K Buy
2018
Q4
$382K Buy
2018
Q3
$394K Sell
2018
Q2
$378K Buy
2018
Q1
$374K Buy
2017
Q4
$374K Buy
2017
Q3
$233K Buy
2017
Q2
$222K Sell
2017
Q1
$220K Sell
2016
Q4
$234K Sell
2016
Q3
$262K Buy
2016
Q2
$251K Buy