Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$891K Buy
2021
Q2
Sell
2021
Q1
$2.86M Sell
2020
Q4
$3.98M Buy
2020
Q2
Sell
2020
Q1
$222K Sell
2019
Q4
$1.53M Buy
2018
Q1
Sell
2017
Q4
$764K Sell
2017
Q3
$2.38M Buy
2017
Q2
$688K Sell
2017
Q1
$928K Buy
2015
Q3
Sell
2015
Q2
$1.27M Buy
2014
Q4
Sell
2014
Q3
$884K Buy
2013
Q3
Sell
2013
Q2
$935K Buy