Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$652K Hold
2022
Q1
$864K Hold
2021
Q4
$898K Hold
2021
Q3
$929K Hold
2021
Q2
$979K Hold
2021
Q1
$1.12M Buy
2014
Q2
Sell
2014
Q1
$780K Hold
2013
Q4
$784K Hold
2013
Q3
$692K Hold
2013
Q2
$732K Buy