Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$503K Buy
2023
Q2
Sell
2023
Q1
$480K Buy
2022
Q4
$427K Buy
2022
Q3
$405K Buy
2022
Q2
$414K Buy
2022
Q1
$414K Sell
2021
Q4
$340K Sell
2021
Q3
$306K Buy
2021
Q2
$256K Buy
2021
Q1
$225K Buy
2017
Q2
Sell
2017
Q1
$216K Buy
2016
Q4
$246K Sell
2016
Q3
$226K Sell
2016
Q2
$285K Buy
2016
Q1
$271K Buy