Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$316K Buy
2023
Q3
$235K Buy
2023
Q2
$193K Buy
2023
Q1
$178K Buy
2022
Q4
$196K Buy
2022
Q3
$168K Buy
2017
Q3
Sell
2017
Q2
$709K Buy
2017
Q1
$664K Buy
2016
Q4
$466K Buy