Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$207K Sell
2023
Q1
$289K Buy
2022
Q4
$207K Sell
2022
Q3
$208K Sell
2022
Q2
$225K Sell
2022
Q1
$338K Buy
2021
Q4
$347K Buy
2021
Q3
$336K Sell
2021
Q2
$316K Sell
2021
Q1
$487K Sell
2020
Q4
$757K Sell
2020
Q3
$665K Sell
2020
Q2
$730K Sell
2020
Q1
$637K Buy
2019
Q4
$333K Buy