Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$240K Sell
2023
Q1
$304K Buy
2022
Q4
$306K Sell
2022
Q3
$359K Buy
2022
Q2
Sell
2022
Q1
$294K Sell
2021
Q4
$358K Sell
2021
Q3
$435K Buy
2021
Q2
$351K Buy
2019
Q1
Sell
2018
Q4
$305K Sell
2018
Q3
$390K Buy
2018
Q2
$348K Sell
2018
Q1
$390K Sell
2017
Q4
$483K Sell
2017
Q3
$705K Buy
2017
Q2
$596K Buy