Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$684K Buy
2019
Q4
Sell
2019
Q3
$251K Buy
2019
Q2
$206K Sell
2019
Q1
$381K Buy
2018
Q1
Sell
2017
Q4
$8K Buy