Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$237K Buy
2023
Q1
Sell
2022
Q4
$204K Buy
2021
Q3
Sell
2021
Q2
$431K Buy
2021
Q1
$421K Sell
2020
Q4
$359K Sell
2020
Q3
$280K Buy
2017
Q3
Sell
2017
Q2
$10K Buy