Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$301K Buy
2023
Q2
$248K Buy
2023
Q1
$241K Buy
2022
Q4
$251K Sell
2022
Q3
$275K Sell
2022
Q2
$619K Buy
2022
Q1
$654K Buy
2021
Q3
$734K Buy
2021
Q2
$827K Buy
2021
Q1
$729K Buy
2020
Q4
Sell
2020
Q3
$577K Buy
2020
Q2
$542K Sell
2020
Q1
$483K Sell
2019
Q4
$644K Buy