Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$230K Sell
2022
Q3
$248K Sell
2022
Q2
$248K Sell
2022
Q1
$425K Buy
2016
Q3
Sell
2016
Q2
$135K Sell
2016
Q1
$157K Sell
2015
Q4
$171K Buy
2015
Q3
$164K Sell
2015
Q2
$207K Sell
2015
Q1
$1.3M Buy
2014
Q4
$1.13M Sell
2014
Q3
$1.53M Sell
2014
Q2
$2.78M Buy
2014
Q1
$2.33M Buy