Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$633K Buy
2023
Q2
Sell
2023
Q1
$431K Buy
2022
Q4
$420K Buy
2022
Q3
$341K Buy
2022
Q2
$314K Sell
2022
Q1
$370K Buy
2021
Q4
$385K Buy
2021
Q3
$330K Buy
2021
Q2
$321K Buy
2021
Q1
$233K Sell
2020
Q4
$367K Sell
2020
Q3
$366K Sell
2020
Q2
$294K Buy
2019
Q4
Sell
2019
Q3
$215K Sell
2019
Q2
$352K Hold
2019
Q1
$300K Buy