Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$392K Sell
2022
Q4
$337K Sell
2022
Q3
$278K Buy
2022
Q2
$261K Sell
2022
Q1
$372K Sell
2021
Q4
$287K Hold
2021
Q3
$248K Sell
2021
Q2
$262K Sell
2021
Q1
$223K Buy
2019
Q2
Sell
2019
Q1
$23K Hold
2018
Q4
$20K Hold
2018
Q3
$25K Sell
2018
Q2
$26K Hold
2018
Q1
$26K Buy