Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$218K Sell
2023
Q1
$296K Sell
2022
Q4
$416K Buy
2021
Q4
Sell
2021
Q3
$212K Sell
2021
Q2
$306K Buy
2021
Q1
$304K Buy
2019
Q1
Sell
2018
Q4
$74K Sell
2018
Q3
$165K Sell
2018
Q2
$385K Buy
2018
Q1
$359K Buy
2017
Q4
$217K Buy
2017
Q3
$90K Buy
2017
Q2
$34K Sell
2017
Q1
$87K Buy