Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$260K Buy
2024
Q3
Sell
2024
Q2
$518K Sell
2024
Q1
$902K Buy
2023
Q4
$366K Buy
2018
Q1
Sell
2017
Q4
$380K Buy
2016
Q3
Sell
2016
Q2
$388K Sell
2016
Q1
$568K Buy