Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$253K Buy
2023
Q2
$239K Buy
2023
Q1
$235K Buy
2021
Q4
Sell
2021
Q3
$241K Hold
2021
Q2
$250K Sell
2021
Q1
$225K Buy
2020
Q2
Sell
2020
Q1
$119K Buy
2019
Q4
$246K Sell
2019
Q3
$771K Buy
2019
Q2
$838K Buy
2019
Q1
$837K Buy
2018
Q4
$600K Sell
2018
Q3
$929K Buy
2018
Q2
$873K Sell
2018
Q1
$902K Buy
2017
Q4
$957K Buy