Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$244K Buy
2022
Q4
Sell
2022
Q3
$316K Buy
2022
Q2
$368K Buy
2022
Q1
$310K Buy
2021
Q4
$238K Buy
2021
Q3
$209K Sell
2021
Q2
$247K Buy
2021
Q1
$204K Buy
2020
Q2
Sell
2020
Q1
$210K Buy
2018
Q3
Sell
2018
Q2
$211K Buy
2016
Q3
Sell
2016
Q2
$131K Sell
2016
Q1
$135K Buy