Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$211K Buy
2022
Q3
Sell
2022
Q2
$216K Buy
2022
Q1
$277K Hold
2021
Q4
$302K Sell
2021
Q3
$523K Hold
2021
Q2
$552K Buy
2018
Q3
Sell
2018
Q2
$54K Buy
2017
Q2
Sell
2017
Q1
$421K Buy