Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$233K Buy
2022
Q1
Sell
2021
Q4
$887K Buy
2021
Q3
$891K Buy
2020
Q1
Sell
2019
Q4
$231K Sell
2019
Q3
$924K Buy
2019
Q2
$435K Sell
2019
Q1
$634K Buy