Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$252K Buy
2022
Q4
Sell
2022
Q3
$322K Buy
2022
Q2
$289K Buy
2022
Q1
$223K Buy
2020
Q3
Sell
2020
Q2
$24K Buy
2019
Q4
Sell
2019
Q3
$26K Sell
2019
Q2
$32K Buy
2019
Q1
$25K Buy
2018
Q4
Sell
2018
Q3
$6K Buy