Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$139K Sell
2023
Q2
$159K Sell
2023
Q1
$186K Buy
2022
Q2
$182K Buy
2022
Q1
$116K Buy
2020
Q1
Sell
2019
Q4
$170K Sell
2019
Q3
$157K Buy
2019
Q2
$126K Buy