Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$203K Buy
2023
Q3
Sell
2023
Q2
$210K Buy
2020
Q1
Sell
2019
Q4
$433K Buy
2019
Q3
$350K Buy
2019
Q2
$320K Buy
2019
Q1
$309K Sell
2018
Q4
$241K Buy