Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$19K Buy
2023
Q1
Sell
2022
Q4
$40K Buy
2022
Q3
$55K Sell
2022
Q2
$83K Buy
2022
Q1
$102K Buy
2021
Q1
Sell
2020
Q4
$192K Buy
2019
Q4
$166K Sell
2019
Q3
$256K Buy
2019
Q2
$139K Buy
2018
Q3
Sell
2018
Q2
$50K Buy
2018
Q1
$42K Sell
2017
Q4
$111K Buy
2017
Q3
$33K Buy