Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$380K Buy
2023
Q2
$393K Hold
2023
Q1
$359K Hold
2022
Q4
$342K Buy
2020
Q1
Sell
2019
Q4
$264K Buy
2017
Q4
Sell
2017
Q3
$2.5M Buy
2016
Q1
Sell
2015
Q4
$11K Buy