Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$293K Sell
2023
Q1
$312K Buy
2021
Q4
Sell
2021
Q3
$173K Buy
2020
Q1
Sell
2019
Q4
$479K Hold
2019
Q3
$479K Buy
2019
Q2
$252K Buy
2017
Q3
Sell
2017
Q2
$52K Buy