Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$474K Hold
2023
Q3
$417K Hold
2023
Q2
$470K Sell
2023
Q1
$567K Sell
2022
Q4
$1.17M Sell
2022
Q3
$1.22M Sell
2022
Q2
$1.5M Buy
2022
Q1
$540K Buy
2016
Q4
Sell
2016
Q3
$2.83M Sell
2016
Q2
$3.16M Buy
2016
Q1
$3.34M Buy
2015
Q4
$3.46M Buy
2015
Q3
$2.9M Buy
2015
Q2
$3.52M Sell
2015
Q1
$3.45M Sell
2014
Q4
$3.58M Buy
2014
Q3
$3.2M Sell
2014
Q2
$3.19M Buy
2014
Q1
$2.82M Buy
2013
Q4
$2.57M Buy