Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Hold
2023
Q3
Hold
2023
Q2
Hold
2022
Q3
Sell
2022
Q2
$2K Buy
2020
Q2
Hold
2020
Q1
Hold
2017
Q4
Sell
2017
Q3
$5K Sell
2017
Q2
$233K Buy
2017
Q1
$228K Sell
2016
Q4
$215K Sell
2016
Q3
$238K Buy
2016
Q2
$239K Buy
2013
Q3
Sell
2013
Q2
$10K Buy