Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$223K Buy
2023
Q1
$235K Buy
2022
Q4
$229K Buy
2022
Q3
Sell
2022
Q2
$218K Sell
2022
Q1
$287K Buy
2021
Q3
Sell
2021
Q2
$235K Hold
2021
Q1
$226K Buy
2020
Q4
$205K Buy
2017
Q3
Sell
2017
Q2
$133K Buy