Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$374K Sell
2023
Q1
$518K Sell
2022
Q4
$702K Sell
2022
Q3
$636K Buy
2019
Q3
Sell
2019
Q2
$213K Sell
2019
Q1
$210K Hold
2018
Q4
$215K Sell
2018
Q3
$218K Buy