Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$385K Hold
2022
Q4
$411K Sell
2022
Q3
$405K Buy
2022
Q2
Sell
2022
Q1
$320K Buy
2021
Q4
$360K Buy
2018
Q4
Sell
2018
Q3
$4.85M Hold
2018
Q2
$3.99M Hold
2018
Q1
$3.76M Sell
2017
Q4
$4.54M Hold
2017
Q3
$4.46M Hold
2017
Q2
$3.87M Buy
2017
Q1
$3.56M Buy
2016
Q4
$3.69M Buy
2016
Q3
$3.84M Buy
2016
Q2
$2.84M Buy
2016
Q1
$2.53M Buy
2015
Q4
$2.35M Buy