Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$241K Sell
2023
Q2
$274K Hold
2023
Q1
$214K Buy
2018
Q4
Sell
2018
Q3
$282K Sell
2018
Q2
$252K Sell
2018
Q1
$285K Buy
2017
Q4
$289K Buy