Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$295K Buy
2023
Q3
$255K Buy
2015
Q4
Sell
2015
Q3
$16K Hold
2015
Q2
$20K Hold
2015
Q1
$24K Buy
2014
Q4
$6K Buy