Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$64.3K Buy
2021
Q1
Sell
2020
Q4
$865K Buy
2020
Q3
$843K Sell
2020
Q2
$859K Buy
2020
Q1
$814K Buy
2019
Q4
$833K Sell
2019
Q3
$850K Hold
2019
Q2
$846K Buy
2019
Q1
$646K Sell
2018
Q4
$726K Buy
2018
Q3
Sell
2018
Q2
$663K Hold
2018
Q1
$590K Sell
2017
Q4
$569K Buy
2016
Q1
Hold
2015
Q4
Hold