Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$138K Buy
2020
Q4
Sell
2020
Q3
$230K Buy
2020
Q2
$241K Sell
2020
Q1
$210K Sell
2019
Q4
$333K Sell
2019
Q3
$300K Buy
2019
Q2
$263K Buy
2019
Q1
$226K Sell
2018
Q4
$448K Buy
2018
Q3
$253K Sell
2018
Q2
$216K Sell
2018
Q1
$221K Buy