Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$243K Sell
2023
Q2
$731K Buy
2023
Q1
$303K Sell
2022
Q4
$616K Buy
2021
Q1
Sell
2020
Q4
$1.45M Buy
2018
Q4
Sell
2018
Q3
$260K Sell
2018
Q2
$350K Sell
2018
Q1
$1.47M Buy