Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$322K Hold
2023
Q2
$329K Hold
2023
Q1
$290K Buy
2022
Q4
$232K Hold
2022
Q3
$162K Hold
2022
Q2
$189K Sell
2022
Q1
$216K Hold
2021
Q4
$289K Hold
2021
Q3
$301K Hold
2021
Q2
$275K Hold
2021
Q1
$254K Sell
2020
Q4
$196K Buy
2015
Q3
$3K Hold
2015
Q2
$4K Hold
2015
Q1
$3K Hold
2014
Q4
$3K Buy