Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1M Buy
2024
Q4
Sell
2024
Q3
$501K Buy
2023
Q3
Sell
2023
Q2
$236K Buy
2021
Q4
Sell
2021
Q3
$1.3M Buy
2020
Q4
Sell
2020
Q3
$298K Buy
2019
Q4
$222K Buy
2019
Q3
Sell
2019
Q2
$386K Buy
2017
Q1
Sell
2016
Q4
$213K Buy
2016
Q3
$209K Sell
2016
Q2
$369K Buy