Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$223K Sell
2023
Q2
$267K Sell
2023
Q1
$299K Sell
2022
Q4
$319K Buy
2022
Q3
$272K Sell
2022
Q2
$262K Sell
2022
Q1
$312K Buy
2021
Q4
$357K Buy
2021
Q3
$297K Buy
2021
Q2
$303K Sell
2021
Q1
$409K Buy
2020
Q4
$231K Buy
2020
Q3
$206K Buy
2015
Q1
Sell
2014
Q4
$222K Sell
2014
Q3
$217K Buy