Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$965K Buy
2023
Q1
$625K Sell
2022
Q4
$641K Sell
2022
Q3
$1.29M Buy
2022
Q2
$1.53M Buy
2022
Q1
$1.58M Buy
2021
Q4
$1.51M Buy
2018
Q4
Sell
2018
Q3
$206K Buy
2015
Q4
Sell
2015
Q3
$2.36M Sell
2015
Q2
$3.47M Sell
2015
Q1
$3.78M Sell
2014
Q4
$4.75M Sell
2014
Q3
$6.57M Sell
2014
Q2
$6.64M Buy
2014
Q1
$4.27M Buy