Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$280K Sell
2023
Q1
$239K Hold
2022
Q4
$207K Hold
2022
Q3
$242K Buy
2022
Q2
Sell
2022
Q1
$277K Hold
2021
Q4
$208K Sell
2021
Q3
$214K Buy
2017
Q3
Sell
2017
Q2
$81K Buy