Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$415K Buy
2023
Q2
$341K Buy
2023
Q1
$332K Sell
2022
Q4
$411K Buy
2022
Q3
$345K Buy
2022
Q2
$407K Buy
2022
Q1
$373K Buy
2021
Q4
$381K Sell
2021
Q3
$394K Buy
2021
Q2
$414K Buy
2021
Q1
$376K Buy
2020
Q4
$355K Sell
2020
Q3
$379K Sell
2020
Q2
$376K Buy
2020
Q1
$323K Buy
2019
Q4
$390K Buy