Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$141K Sell
2023
Q2
$151K Hold
2023
Q1
$138K Buy
2020
Q1
Sell
2019
Q4
$228K Buy
2019
Q2
Sell
2019
Q1
$83K Buy
2018
Q3
Sell
2018
Q2
$74K Buy
2018
Q1
Sell
2017
Q4
$80K Buy