Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$322K Sell
2023
Q3
$283K Sell
2023
Q2
$291K Sell
2023
Q1
$256K Sell
2022
Q4
$260K Sell
2022
Q3
$227K Buy
2022
Q2
$221K Buy
2022
Q1
$227K Buy
2021
Q4
$225K Buy
2018
Q1
Sell
2017
Q4
$20K Buy