Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$431K Buy
2023
Q3
$399K Buy
2023
Q2
$317K Buy
2023
Q1
$285K Sell
2022
Q4
$357K Buy
2022
Q3
$274K Sell
2022
Q2
$270K Buy
2022
Q1
$296K Sell
2021
Q4
$273K Buy
2021
Q3
$243K Buy
2021
Q2
$239K Buy
2021
Q1
$228K Buy
2020
Q1
Sell
2019
Q4
$227K Buy
2019
Q3
$221K Sell
2019
Q2
$238K Buy
2017
Q2
Sell
2017
Q1
$220K Sell
2016
Q4
$214K Buy