Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$265K Sell
2023
Q2
$291K Buy
2023
Q1
$268K Buy
2020
Q4
Sell
2020
Q3
$224K Buy
2019
Q2
Sell
2019
Q1
$78K Buy
2018
Q4
Sell
2018
Q3
$128K Sell
2018
Q2
$164K Sell
2018
Q1
$189K Buy
2017
Q4
$149K Buy