Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$360K Hold
2023
Q1
$281K Hold
2022
Q4
$247K Buy
2022
Q3
Sell
2022
Q2
$211K Hold
2022
Q1
$250K Hold
2021
Q4
$263K Hold
2021
Q3
$263K Hold
2021
Q2
$235K Sell
2021
Q1
$218K Hold
2020
Q4
$201K Buy
2017
Q3
Sell
2017
Q2
$283K Buy