Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$209K Buy
2023
Q1
Sell
2022
Q4
$276K Sell
2022
Q3
$514K Buy
2014
Q4
Sell
2014
Q3
$2K Buy
2014
Q2
Sell
2014
Q1
$3K Buy
2013
Q4
Sell
2013
Q3
$20K Buy