Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$156K Buy
2016
Q2
Sell
2016
Q1
$207K Sell
2015
Q4
$181K Hold
2015
Q3
$199K Sell
2015
Q2
$246K Buy
2015
Q1
$215K Buy