Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$289K Buy
2022
Q1
Sell
2021
Q4
$294K Buy
2021
Q3
Sell
2021
Q2
$218K Buy
2021
Q1
Sell
2020
Q4
$413K Buy
2020
Q3
$275K Buy
2020
Q2
$216K Buy
2019
Q4
Sell
2019
Q3
$216K Buy
2018
Q2
Sell
2018
Q1
$741K Buy
2017
Q3
Sell
2017
Q2
$337K Buy