Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$247K Hold
2023
Q1
$213K Sell
2022
Q4
$206K Buy
2022
Q2
Sell
2022
Q1
$251K Hold
2021
Q4
$310K Hold
2021
Q3
$268K Buy
2017
Q3
Sell
2017
Q2
$4.49M Sell
2017
Q1
$4.5M Buy
2016
Q4
$3.85M Sell
2016
Q3
$4.4M Sell
2016
Q2
$4.22M Buy
2016
Q1
$3.67M Buy
2015
Q4
$3.44M Buy