Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$236K Buy
2024
Q2
Sell
2024
Q1
$150K Buy
2023
Q4
$140K Sell
2023
Q3
$136K Buy
2017
Q2
Sell
2017
Q1
$215K Sell
2016
Q4
$375K Sell
2016
Q3
$390K Sell
2016
Q2
$1.24M Sell
2016
Q1
$1.66M Sell
2015
Q4
$2.18M Buy
2015
Q3
$719K Sell
2015
Q2
$966K Buy
2015
Q1
$357K Buy