Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$236K Buy
2022
Q2
$292K Buy
2022
Q1
$335K Buy
2021
Q4
Sell
2021
Q3
$455K Sell
2021
Q2
$521K Sell
2021
Q1
$509K Buy
2019
Q2
Sell
2019
Q1
$33K Buy
2018
Q3
Sell
2018
Q2
$43K Buy
2018
Q1
Sell
2017
Q4
$92K Buy