Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$179K Sell
2023
Q2
$210K Buy
2023
Q1
$201K Sell
2022
Q4
$245K Buy
2022
Q3
$187K Sell
2022
Q2
$233K Sell
2022
Q1
$249K Sell
2021
Q4
$332K Sell
2021
Q3
$767K Sell
2021
Q2
$833K Sell
2021
Q1
$863K Buy
2020
Q4
$709K Buy