Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$236K Buy
2017
Q2
Sell
2017
Q1
$256K Buy
2016
Q4
$219K Buy
2016
Q3
$220K Buy
2015
Q2
Sell
2015
Q1
$332K Sell
2014
Q4
$313K Sell
2014
Q3
$297K Sell
2014
Q2
$419K Buy
2014
Q1
$364K Hold
2013
Q4
$355K Hold
2013
Q3
$338K Sell
2013
Q2
$331K Buy