Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$372K Buy
2023
Q2
$342K Buy
2021
Q1
Sell
2020
Q4
$21K Buy
2020
Q3
$2K Hold
2020
Q2
$2K Hold
2020
Q1
$1K Sell
2019
Q4
$457K Hold
2019
Q3
$44K Hold
2019
Q2
$40K Hold
2019
Q1
$31K Buy
2018
Q4
$15K Buy
2018
Q3
$2K Buy
2018
Q2
Sell
2018
Q1
$45K Buy