Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$239K Buy
2023
Q1
$256K Buy
2019
Q3
Sell
2019
Q2
$236K Hold
2019
Q1
$247K Buy
2018
Q4
Sell
2018
Q3
$225K Sell
2018
Q2
$227K Sell
2018
Q1
$202K Buy
2017
Q4
$201K Buy