Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$212K Sell
2023
Q2
$201K Sell
2023
Q1
$243K Sell
2022
Q4
$347K Sell
2022
Q3
$306K Sell
2022
Q2
$456K Sell
2022
Q1
$1.03M Sell
2021
Q4
$729K Buy
2021
Q3
$754K Buy
2021
Q2
$843K Sell
2021
Q1
$683K Buy
2020
Q4
$382K Sell
2020
Q3
$303K Buy
2020
Q2
$343K Buy
2020
Q1
Sell
2019
Q4
$400K Buy
2019
Q3
$255K Buy