Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$387K Buy
2022
Q4
Sell
2022
Q3
$283K Sell
2022
Q2
$330K Sell
2022
Q1
$1.01M Buy
2021
Q4
$229K Sell
2021
Q3
$224K Sell
2021
Q2
$701K Buy
2019
Q4
Sell
2019
Q3
$426K Buy
2019
Q2
Sell
2019
Q1
$882K Buy
2018
Q4
$242K Buy