Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$294K Sell
2023
Q3
$314K Sell
2023
Q2
$373K Sell
2023
Q1
$295K Buy
2022
Q4
$259K Sell
2022
Q3
$201K Buy
2022
Q2
$230K Buy
2022
Q1
$272K Buy
2021
Q4
$286K Sell
2021
Q3
$290K Buy
2019
Q3
Sell
2019
Q2
$259K Sell
2019
Q1
$265K Buy
2018
Q4
Sell
2018
Q3
$210K Buy
2018
Q2
$177K Sell
2018
Q1
$248K Buy
2017
Q2
Sell
2017
Q1
$237K Buy