Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$143K Buy
2023
Q1
$124K Buy
2020
Q3
Sell
2020
Q2
$1.46M Sell
2020
Q1
$1.5M Sell
2019
Q4
$2.62M Buy
2019
Q2
Sell
2019
Q1
$2.41M Buy
2018
Q4
$1.65M Buy
2018
Q3
$1.43M Buy
2018
Q2
$883K Buy
2018
Q1
$522K Buy
2017
Q4
$288K Buy
2017
Q3
$202K Buy
2015
Q4
Sell
2015
Q3
$7K Sell
2015
Q2
$31K Buy