Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$914 Buy
2017
Q4
Sell
2017
Q3
$266K Hold
2017
Q2
$259K Hold
2017
Q1
$259K Hold
2016
Q4
$237K Hold
2016
Q3
$239K Sell
2016
Q2
$256K Hold
2016
Q1
$239K Hold
2015
Q4
$213K Hold
2015
Q3
$212K Buy
2015
Q2
Sell
2015
Q1
$212K Hold
2014
Q4
$213K Buy
2014
Q3
Sell
2014
Q2
$208K Buy