Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$523K Sell
2023
Q1
$460K Sell
2022
Q4
$431K Buy
2022
Q3
$364K Sell
2022
Q2
$427K Buy
2022
Q1
$512K Buy
2021
Q4
$514K Sell
2021
Q3
$452K Sell
2021
Q2
$447K Sell
2021
Q1
$421K Buy
2020
Q4
$348K Buy
2020
Q2
Sell
2020
Q1
$218K Buy
2017
Q3
Sell
2017
Q2
$1K Buy