Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$592K Sell
2022
Q2
$726K Sell
2022
Q1
$725K Sell
2021
Q4
$718K Sell
2021
Q3
$1.18M Buy
2021
Q2
$1.01M Buy
2021
Q1
$935K Buy
2020
Q4
$670K Buy
2020
Q3
$436K Buy
2014
Q1
Sell
2013
Q4
$643K Buy