Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$234K Hold
2022
Q4
$251K Buy
2022
Q3
Sell
2022
Q2
$223K Buy
2015
Q3
Sell
2015
Q2
$267K Sell
2015
Q1
$269K Hold
2014
Q4
$269K Buy