Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$211K Buy
2019
Q2
Sell
2019
Q1
$20K Hold
2018
Q4
$16K Hold
2018
Q3
$20K Sell
2018
Q2
$352K Sell
2018
Q1
$347K Buy
2017
Q4
$294K Buy
2017
Q3
$309K Buy
2017
Q2
$265K Buy
2017
Q1
$229K Buy