Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$362K Buy
2023
Q2
$347K Buy
2023
Q1
$346K Buy
2022
Q4
$303K Buy
2017
Q1
Sell
2016
Q4
$849K Hold
2016
Q3
$891K Hold
2016
Q2
$806K Hold
2016
Q1
$800K Hold
2015
Q4
$763K Hold
2015
Q3
$737K Sell
2015
Q2
$774K Sell
2015
Q1
$777K Buy
2014
Q4
$781K Hold
2014
Q3
$707K Hold
2014
Q2
$698K Hold
2014
Q1
$630K Hold
2013
Q4
$630K Hold
2013
Q3
$658K Buy