Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$258K Buy
2022
Q3
Sell
2022
Q2
$299K Buy
2021
Q4
Sell
2021
Q3
$298K Buy
2021
Q2
$283K Buy
2021
Q1
$231K Buy
2018
Q4
Sell
2018
Q3
$268K Sell
2018
Q2
$258K Sell
2018
Q1
$234K Sell
2017
Q4
$434K Buy
2017
Q3
$393K Hold
2017
Q2
$311K Buy
2017
Q1
$249K Sell
2016
Q4
$227K Sell
2016
Q3
$371K Buy