Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$245K Buy
2021
Q2
Sell
2021
Q1
$897K Buy
2020
Q4
$424K Buy
2018
Q3
Sell
2018
Q2
$488K Buy
2017
Q1
Sell
2016
Q4
$268K Buy
2016
Q3
Sell
2016
Q2
$249K Buy
2015
Q4
Sell
2015
Q3
$279K Sell
2015
Q2
$1.8M Buy