Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$324K Buy
2023
Q2
$310K Buy
2023
Q1
$275K Sell
2022
Q4
$348K Sell
2022
Q3
$324K Buy
2022
Q2
$325K Hold
2022
Q1
$321K Sell
2021
Q4
$368K Buy
2021
Q3
Sell
2021
Q2
$241K Sell
2021
Q1
$332K Sell
2020
Q4
$710K Sell
2020
Q3
$731K Sell
2020
Q2
$665K Sell
2020
Q1
$676K Sell
2019
Q4
$860K Buy