Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$310K Sell
2022
Q3
$445K Buy
2019
Q4
Sell
2019
Q3
$4.13M Buy
2019
Q2
$3.84M Buy
2019
Q1
$3.85M Buy
2018
Q4
Sell
2018
Q3
$564K Buy
2018
Q2
$439K Sell
2018
Q1
$2.28M Buy
2017
Q4
$2.73M Buy
2014
Q1
Sell
2013
Q4
$259K Buy
2013
Q3
$206K Sell
2013
Q2
$262K Buy