Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$196K Buy
2021
Q3
Sell
2021
Q2
$207K Hold
2021
Q1
$209K Buy
2020
Q2
Sell
2020
Q1
$201K Buy
2019
Q4
$247K Hold
2019
Q3
$243K Buy
2019
Q2
$235K Sell
2019
Q1
$444K Buy
2018
Q4
$364K Sell
2018
Q3
$431K Buy
2018
Q2
$324K Buy