Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$237K Buy
2019
Q2
Sell
2019
Q1
$212K Sell
2018
Q4
$226K Hold
2018
Q3
$337K Hold
2018
Q2
$318K Hold
2018
Q1
$336K Buy
2017
Q4
$214K Buy
2016
Q1
Sell
2015
Q4
$364K Buy
2015
Q3
$270K Buy
2015
Q2
$285K Buy
2015
Q1
$207K Sell
2014
Q4
$453K Buy
2014
Q3
$413K Buy
2014
Q2
$296K Sell
2014
Q1
$279K Hold
2013
Q4
$303K Sell
2013
Q3
$243K Buy