Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$284K Sell
2023
Q1
$352K Sell
2022
Q4
$305K Buy
2020
Q4
Sell
2020
Q3
$377K Hold
2020
Q2
$322K Buy
2016
Q1
Sell
2015
Q4
$161K Sell
2015
Q3
$291K Buy