Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$237K Buy
2023
Q1
Sell
2022
Q4
$240K Buy
2022
Q3
Sell
2022
Q2
$381K Sell
2022
Q1
$652K Buy
2021
Q4
$802K Buy
2021
Q3
$305K Buy
2021
Q2
Sell
2021
Q1
$602K Buy
2019
Q2
Sell
2019
Q1
$224K Sell
2018
Q4
$790K Buy
2018
Q3
$868K Buy
2018
Q2
$823K Sell
2018
Q1
$2.8M Buy
2017
Q4
$1.36M Buy