Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$226K Buy
2022
Q4
Sell
2022
Q3
$246K Buy
2022
Q2
$254K Sell
2022
Q1
$396K Sell
2021
Q4
$840K Buy
2021
Q3
$445K Buy
2021
Q2
$481K Buy
2021
Q1
$340K Sell
2020
Q4
$1.81M Buy
2020
Q3
$1.74M Sell
2020
Q2
$981K Sell
2020
Q1
$1.38M Buy