Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$266K Sell
2023
Q2
$467K Buy
2023
Q1
$465K Buy
2022
Q4
$468K Sell
2022
Q3
$474K Buy
2022
Q2
$625K Sell
2022
Q1
$649K Sell
2021
Q4
$675K Sell
2021
Q3
$803K Buy
2021
Q2
$761K Sell
2021
Q1
$838K Buy
2020
Q4
$785K Sell
2020
Q3
$836K Buy
2020
Q2
$736K Buy
2020
Q1
$640K Buy
2019
Q4
$686K Sell
2019
Q3
$852K Buy
2019
Q2
$804K Buy
2019
Q1
$76K Buy
2018
Q4
$644K Buy