Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$330K Buy
2023
Q3
$231K Buy
2023
Q1
Sell
2022
Q4
$339K Sell
2022
Q3
$401K Buy
2022
Q2
$339K Buy
2014
Q2
Sell
2014
Q1
$217K Hold
2013
Q4
$209K Buy