Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$210K Buy
2023
Q2
$213K Buy
2023
Q1
$220K Buy
2022
Q4
$275K Sell
2022
Q3
$237K Buy
2022
Q2
$281K Buy
2022
Q1
$276K Buy
2021
Q4
$310K Sell
2021
Q3
$226K Buy
2020
Q1
Sell
2019
Q4
$207K Buy
2019
Q3
Sell
2019
Q2
$257K Buy
2019
Q1
$233K Buy
2018
Q4
$235K Buy