Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$238K Buy
2023
Q1
$225K Buy
2022
Q4
$204K Buy
2022
Q2
Sell
2022
Q1
$214K Sell
2021
Q4
$221K Buy
2021
Q3
$226K Sell
2021
Q2
$246K Sell
2021
Q1
$289K Sell
2020
Q4
$320K Buy
2020
Q3
$272K Buy
2020
Q2
$248K Sell
2020
Q1
$226K Buy
2019
Q1
Sell
2018
Q4
$154K Buy