Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$129K Buy
2022
Q1
Sell
2021
Q4
$511K Sell
2021
Q3
$802K Buy
2021
Q2
$1.09M Sell
2021
Q1
$1.93M Sell
2020
Q4
$1.35M Sell
2020
Q3
$980K Buy
2020
Q2
$1.09M Buy
2020
Q1
$780K Buy
2019
Q4
$679K Sell
2019
Q3
$827K Buy
2019
Q2
$555K Buy
2015
Q3
Sell
2015
Q2
$604K Sell
2015
Q1
$2.08M Sell
2014
Q4
$2.31M Sell
2014
Q3
$2.5M Buy
2014
Q2
$1.56M Buy