Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$101K Buy
2019
Q2
Sell
2019
Q1
$38K Buy
2018
Q4
Sell
2018
Q3
$279K Buy
2018
Q2
$203K Sell
2018
Q1
$262K Sell
2017
Q4
$332K Buy