Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$252K Buy
2015
Q4
Sell
2015
Q3
$211K Sell
2015
Q2
$209K Sell
2015
Q1
$298K Buy
2014
Q4
$267K Buy
2014
Q3
Sell
2014
Q2
$211K Buy
2013
Q3
Sell
2013
Q2
$373K Buy