Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$226K Sell
2023
Q2
$232K Buy
2022
Q2
Sell
2022
Q1
$253K Buy
2021
Q3
Sell
2021
Q2
$2.04M Buy
2020
Q3
Sell
2020
Q2
$215K Sell
2020
Q1
$201K Buy
2019
Q2
Sell
2019
Q1
$81K Sell
2018
Q4
$86K Buy