Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$564K Sell
2023
Q3
$494K Sell
2023
Q2
$640K Buy
2023
Q1
$576K Buy
2020
Q2
Sell
2020
Q1
$257K Sell
2019
Q4
$434K Buy
2019
Q3
$389K Buy
2019
Q2
$350K Buy
2019
Q1
$206K Buy