Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$345K Buy
2023
Q2
$466K Buy
2023
Q1
$472K Buy
2022
Q4
$284K Buy
2022
Q3
$216K Buy
2022
Q2
$257K Buy
2022
Q1
$500K Buy
2021
Q4
$572K Sell
2021
Q3
$592K Buy
2021
Q2
$617K Buy
2021
Q1
$417K Sell
2020
Q4
$359K Buy
2020
Q1
Sell
2019
Q4
$1.64M Buy