Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$229K Sell
2023
Q2
$233K Buy
2022
Q2
Sell
2022
Q1
$202K Buy
2021
Q4
$223K Buy
2021
Q3
Sell
2021
Q2
$257K Sell
2021
Q1
$268K Buy
2020
Q4
$224K Hold
2020
Q3
$217K Buy
2019
Q2
Sell
2019
Q1
$1.04M Buy
2018
Q4
$924K Sell
2018
Q3
$1.38M Hold
2018
Q2
$1.3M Buy
2018
Q1
$1.34M Buy
2017
Q4
$271K Sell
2017
Q3
$368K Buy