Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$973K Sell
2023
Q1
$1.02M Hold
2022
Q4
$1.08M Buy
2014
Q1
Sell
2013
Q4
$223K Sell
2013
Q3
$7.84M Sell
2013
Q2
$9.01M Buy