Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$541K Sell
2023
Q2
$578K Sell
2023
Q1
$460K Buy
2022
Q4
$269K Sell
2022
Q3
$623K Buy
2022
Q2
$516K Buy
2022
Q1
$801K Buy
2021
Q4
$733K Buy
2021
Q3
$364K Sell
2021
Q2
$349K Sell
2021
Q1
$364K Buy
2020
Q4
$353K Hold
2020
Q3
$215K Buy
2019
Q1
Sell
2018
Q4
$19K Buy