Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$425K Buy
2023
Q2
$382K Sell
2023
Q1
$455K Buy
2022
Q4
$458K Sell
2022
Q3
$394K Buy
2022
Q2
$439K Buy
2022
Q1
$452K Sell
2021
Q4
$380K Sell
2021
Q3
$307K Buy
2021
Q2
$318K Sell
2021
Q1
$306K Buy
2020
Q4
$258K Buy
2020
Q3
Sell
2020
Q2
$220K Buy
2018
Q1
Sell
2017
Q4
$209K Buy