Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$267K Sell
2023
Q2
$273K Sell
2023
Q1
$319K Buy
2022
Q4
$229K Sell
2022
Q3
$257K Sell
2022
Q2
$291K Buy
2022
Q1
$370K Sell
2021
Q4
$464K Buy
2021
Q3
$486K Buy
2021
Q2
$477K Sell
2021
Q1
$442K Buy
2020
Q4
$275K Buy
2020
Q3
$249K Sell
2020
Q2
$254K Buy
2015
Q3
Sell
2015
Q2
$268K Sell
2015
Q1
$302K Buy