Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$395K Sell
2023
Q1
$334K Buy
2022
Q4
$300K Buy
2022
Q3
$276K Sell
2022
Q2
$282K Buy
2022
Q1
$299K Buy
2021
Q4
$314K Sell
2021
Q3
$221K Buy
2021
Q2
$208K Buy
2021
Q1
$159K Buy
2020
Q2
Sell
2020
Q1
$54K Buy
2017
Q3
Sell
2017
Q2
$112K Sell
2017
Q1
$134K Buy