Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$279K Hold
2022
Q3
$228K Hold
2022
Q2
$227K Hold
2022
Q1
$235K Hold
2021
Q4
$213K Hold
2021
Q3
$219K Hold
2021
Q2
$211K Buy
2020
Q2
Sell
2020
Q1
$210K Buy
2019
Q4
$321K Buy
2019
Q3
$315K Sell
2019
Q2
$557K Hold
2019
Q1
$584K Sell
2018
Q4
$519K Buy
2018
Q3
$615K Sell
2018
Q2
$610K Sell
2018
Q1
$541K Sell
2017
Q4
$562K Sell
2017
Q3
$521K Sell
2017
Q2
$490K Buy