Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$287K Hold
2023
Q2
$303K Sell
2023
Q1
$320K Buy
2022
Q4
$276K Hold
2022
Q3
$238K Sell
2022
Q2
$249K Buy
2022
Q1
$321K Buy
2015
Q3
Sell
2015
Q2
$46K Sell
2015
Q1
$818K Buy
2014
Q4
$649K Sell
2014
Q3
$935K Buy
2014
Q2
$990K Buy
2014
Q1
$717K Buy
2013
Q4
$702K Buy
2013
Q3
$432K Sell
2013
Q2
$500K Buy