Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$451K Buy
2023
Q1
$363K Buy
2017
Q2
Sell
2017
Q1
$185K Hold
2016
Q4
$169K Buy
2016
Q3
$159K Buy
2015
Q1
Sell
2014
Q4
$155K Hold
2014
Q3
$138K Buy