Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$245K Hold
2023
Q2
$234K Buy
2023
Q1
$213K Buy
2020
Q2
Sell
2020
Q1
$236K Sell
2019
Q4
$514K Buy
2019
Q3
$267K Sell
2019
Q2
$275K Sell
2019
Q1
$492K Sell
2018
Q4
$593K Buy
2018
Q3
$503K Hold
2018
Q2
$465K Buy
2018
Q1
$399K Hold
2017
Q4
$399K Sell
2017
Q3
$680K Sell
2017
Q2
$1.63M Buy
2017
Q1
$1.54M Buy
2016
Q4
$683K Buy
2016
Q3
$318K Buy