Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$341K Sell
2023
Q1
$251K Sell
2022
Q4
$209K Sell
2022
Q3
$230K Sell
2022
Q2
$226K Sell
2022
Q1
$428K Buy
2021
Q4
$491K Sell
2021
Q3
$577K Sell
2021
Q2
$660K Sell
2021
Q1
$809K Sell
2020
Q4
$879K Buy
2020
Q3
$347K Sell
2020
Q2
$642K Sell
2020
Q1
$595K Buy