Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$249K Sell
2023
Q1
$221K Sell
2022
Q4
$218K Buy
2020
Q4
Sell
2020
Q3
$213K Sell
2020
Q2
$205K Buy
2018
Q1
Sell
2017
Q4
$250K Buy