Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$619K Buy
2023
Q2
$405K Hold
2023
Q1
$417K Buy
2022
Q4
$285K Hold
2022
Q3
$222K Sell
2022
Q2
$252K Sell
2022
Q1
$338K Buy
2018
Q4
Sell
2018
Q3
$1.51M Sell
2018
Q2
$1.61M Sell
2018
Q1
$1.33M Buy
2014
Q4
Sell
2014
Q3
$31K Buy
2014
Q2
$19K Buy
2014
Q1
$17K Buy
2013
Q4
$14K Buy