Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$481K Buy
2021
Q1
Sell
2020
Q4
$150K Hold
2020
Q3
$106K Hold
2020
Q2
$155K Hold
2020
Q1
$140K Hold
2019
Q4
$148K Sell
2019
Q3
$180K Buy