Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$210K Buy
2023
Q1
Sell
2022
Q4
$154K Buy
2022
Q3
$1K Buy
2022
Q2
$0 Buy
2015
Q3
Sell
2015
Q2
$282K Buy
2015
Q1
$272K Sell
2014
Q4
$690K Buy