Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$269K Sell
2023
Q2
$260K Sell
2023
Q1
$271K Buy
2022
Q4
$236K Buy
2022
Q3
Sell
2022
Q2
$206K Buy
2022
Q1
$250K Buy
2021
Q4
$282K Sell
2021
Q3
$251K Hold
2021
Q2
$244K Sell
2021
Q1
$239K Sell
2020
Q4
$210K Buy
2020
Q3
Sell
2020
Q2
$215K Buy
2019
Q3
Sell
2019
Q2
$213K Buy