Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$340K Sell
2023
Q1
$305K Sell
2022
Q4
$404K Buy
2022
Q3
$307K Sell
2022
Q2
$384K Buy
2022
Q1
$417K Sell
2021
Q4
$463K Buy
2021
Q3
$424K Buy
2021
Q2
$369K Sell
2021
Q1
$374K Sell
2020
Q4
$373K Sell
2020
Q3
$350K Buy
2020
Q2
$346K Buy
2020
Q1
$212K Buy
2019
Q4
$235K Buy
2019
Q3
$239K Sell
2019
Q2
$259K Buy