Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$259K Sell
2023
Q2
$525K Buy
2017
Q2
Sell
2017
Q1
$79K Sell
2016
Q4
$1.22M Buy
2016
Q3
$407K Buy
2016
Q2
$350K Sell
2016
Q1
$1.26M Buy
2015
Q4
$397K Buy
2014
Q4
Sell
2014
Q3
$429K Buy
2014
Q2
Sell
2014
Q1
$237K Buy
2013
Q4
Sell
2013
Q3
$257K Buy
2013
Q2
$102K Buy