Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$24K Buy
2022
Q3
Sell
2022
Q2
$270K Buy
2022
Q1
$350K Buy
2021
Q4
$351K Buy
2021
Q3
$345K Sell
2021
Q2
$405K Sell
2021
Q1
$336K Sell
2020
Q4
$358K Sell
2020
Q3
$378K Sell
2020
Q2
$319K Buy
2016
Q1
Hold
2015
Q4
Hold