Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$203K Buy
2018
Q1
Sell
2017
Q4
$139K Sell
2017
Q3
$231K Buy
2017
Q2
Sell
2017
Q1
$1.81M Buy
2016
Q4
Sell
2016
Q3
$435K Buy
2016
Q2
$424K Buy
2014
Q4
Sell
2014
Q3
$1.31M Buy
2013
Q4
Hold
2013
Q3
Hold