Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$33K Sell
2022
Q3
$63K Hold
2022
Q2
$120K Buy
2022
Q1
$79K Buy
2016
Q3
Sell
2016
Q2
$491K Sell
2016
Q1
$1.05M Buy
2015
Q4
$951K Sell
2015
Q3
$644K Hold
2015
Q2
$614K Buy
2015
Q1
$366K Buy
2014
Q4
$187K Hold
2014
Q3
$201K Hold
2014
Q2
$131K Buy