Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$335K Buy
2022
Q2
Sell
2022
Q1
$437K Buy
2021
Q4
$322K Buy
2021
Q3
$380K Buy
2021
Q2
$201K Buy
2020
Q3
Sell
2020
Q2
$94K Sell
2020
Q1
$219K Sell
2019
Q4
$1.25M Sell
2019
Q3
$1.43M Buy
2019
Q2
$1.32M Buy
2019
Q1
$291K Buy
2018
Q1
Sell
2017
Q4
$707K Buy
2016
Q3
Sell
2016
Q2
$769K Sell
2016
Q1
$1.04M Buy