Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$595K Sell
2022
Q4
$618K Sell
2022
Q3
$1.06M Buy
2022
Q2
$856 Buy
2022
Q1
$567K Buy
2015
Q2
Sell
2015
Q1
$238K Hold
2014
Q4
$221K Buy
2014
Q2
Sell
2014
Q1
$705K Sell
2013
Q4
$768K Buy