Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$728K Buy
2023
Q2
$217K Sell
2023
Q1
$203K Sell
2022
Q4
$288K Sell
2022
Q3
$267K Buy
2022
Q2
Sell
2022
Q1
$212K Buy
2021
Q4
Sell
2021
Q3
$320K Buy
2014
Q1
Sell
2013
Q4
$38K Buy
2013
Q3
Sell
2013
Q2
$26K Buy