Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$315K Sell
2023
Q3
$326K Sell
2023
Q2
$332K Buy
2023
Q1
$203K Buy
2018
Q4
Sell
2018
Q3
$202K Buy
2018
Q2
$165K Buy