Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$336K Hold
2023
Q1
$377K Sell
2022
Q4
$719K Buy
2022
Q3
$617K Buy
2022
Q2
$628K Buy
2017
Q3
Sell
2017
Q2
$836K Buy