Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$554K Buy
2024
Q1
Sell
2023
Q4
$781K Sell
2023
Q3
$3.09M Buy
2022
Q3
Sell
2022
Q2
$476K Buy
2020
Q3
Sell
2020
Q2
$1.45M Buy
2018
Q1
Sell
2017
Q4
$256K Sell
2017
Q3
$871K Buy
2017
Q1
Sell
2016
Q4
$4.63M Buy
2016
Q3
Sell
2016
Q2
$1.72M Buy
2015
Q3
Sell
2015
Q2
$259K Buy