Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$301K Buy
2023
Q3
$212K Buy
2023
Q2
$207K Sell
2023
Q1
$539K Buy
2022
Q4
$470K Buy
2022
Q3
$460K Buy
2022
Q2
$407K Sell
2022
Q1
$688K Sell
2021
Q4
$768K Buy
2021
Q3
$757K Sell
2021
Q2
$847K Buy
2021
Q1
$494K Buy
2020
Q4
$401K Sell
2020
Q3
$393K Buy
2020
Q2
$299K Buy
2020
Q1
$230K Buy
2018
Q2
Sell
2018
Q1
$207K Buy