Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$183K Sell
2023
Q1
$230K Buy
2022
Q4
$215K Buy
2022
Q3
$179K Buy
2022
Q2
$238K Sell
2022
Q1
$260K Buy
2021
Q4
$271K Sell
2021
Q3
$351K Buy
2021
Q2
$329K Sell
2021
Q1
$439K Sell
2020
Q4
$471K Sell
2020
Q3
$649K Buy
2020
Q2
$601K Buy
2020
Q1
$497K Buy
2019
Q4
$456K Buy
2019
Q3
$361K Sell
2019
Q2
$332K Buy
2019
Q1
$292K Sell
2018
Q4
$241K Buy