Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$228K Sell
2023
Q3
$241K Sell
2023
Q2
$266K Sell
2023
Q1
$361K Sell
2022
Q4
$301K Sell
2022
Q3
$277K Sell
2022
Q2
$486K Sell
2022
Q1
$816K Sell
2021
Q4
$1.47M Sell
2021
Q3
$1.59M Buy
2021
Q2
$1.52M Sell
2021
Q1
$1.42M Sell
2020
Q4
$2.19M Buy