Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$218K Sell
2023
Q2
$295K Sell
2023
Q1
$288K Buy
2022
Q4
$236K Buy
2019
Q2
Sell
2019
Q1
$201K Buy
2016
Q1
Sell
2015
Q4
$53K Sell
2015
Q3
$106K Buy
2015
Q2
$88K Buy
2015
Q1
$73K Sell
2014
Q4
$93K Buy
2014
Q3
$70K Buy
2014
Q2
$71K Sell
2014
Q1
$85K Buy
2013
Q4
$58K Buy