Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$296K Sell
2023
Q1
$441K Sell
2022
Q4
$654K Buy
2022
Q3
$514K Buy
2022
Q2
$539K Buy
2022
Q1
$489K Buy
2021
Q4
$457K Buy
2021
Q3
$440K Buy
2021
Q2
$257K Sell
2021
Q1
$262K Buy
2020
Q4
$262K Sell
2020
Q3
$247K Sell
2020
Q2
$242K Buy
2020
Q1
$191K Sell
2019
Q4
$288K Sell
2019
Q3
$266K Buy
2019
Q2
$246K Buy