Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$266K Sell
2023
Q1
$307K Buy
2022
Q4
$335K Sell
2022
Q3
$313K Buy
2022
Q2
$364K Sell
2022
Q1
$381K Buy
2021
Q4
$208K Sell
2021
Q3
$294K Sell
2021
Q2
$271K Sell
2021
Q1
$271K Buy
2020
Q4
$267K Buy
2020
Q3
$224K Sell
2020
Q2
$201K Buy
2019
Q1
Sell
2018
Q4
$94K Buy