Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$324K Buy
2022
Q1
Sell
2021
Q4
$237K Buy
2021
Q1
Sell
2020
Q4
$494K Buy
2020
Q3
$421K Sell
2020
Q2
$384K Buy
2018
Q3
Sell
2018
Q2
$510K Buy
2015
Q2
Sell
2015
Q1
$216K Buy