Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$132K Buy
2018
Q2
Sell
2018
Q1
$268K Sell
2017
Q4
$496K Sell
2017
Q3
$386K Hold
2017
Q2
$444K Hold
2017
Q1
$617K Hold
2016
Q4
$629K Hold
2016
Q3
$687K Hold
2016
Q2
$922K Buy