Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$832K Sell
2022
Q4
$967K Sell
2022
Q3
$864K Sell
2022
Q2
$881K Sell
2022
Q1
$975K Sell
2021
Q4
$1.07M Buy
2019
Q1
Sell
2018
Q4
$1.63M Buy
2017
Q3
Sell
2017
Q2
$2.25M Sell
2017
Q1
$3.53M Sell
2016
Q4
$3.89M Sell
2016
Q3
$4.67M Sell
2016
Q2
$5.77M Buy
2016
Q1
$4.62M Hold
2015
Q4
$4.86M Sell
2015
Q3
$5.45M Hold
2015
Q2
$5.6M Buy