Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$520K Buy
2023
Q4
Sell
2023
Q3
$396K Sell
2023
Q2
$480K Buy
2020
Q1
Sell
2019
Q4
$748K Buy
2019
Q3
$744K Sell
2019
Q2
$705K Buy
2019
Q1
$633K Sell
2018
Q4
$778K Buy
2018
Q3
$797K Buy
2018
Q2
$671K Hold
2018
Q1
$713K Buy
2017
Q4
$777K Hold
2017
Q3
$758K Buy
2017
Q2
$642K Buy
2017
Q1
$495K Buy