Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$668K Buy
2023
Q3
$725K Sell
2023
Q2
$689K Sell
2023
Q1
$783K Hold
2022
Q4
$721K Sell
2022
Q3
$604K Buy
2020
Q1
Sell
2019
Q4
$255K Buy
2019
Q3
$248K Sell
2019
Q2
$329K Buy
2016
Q3
Sell
2016
Q2
$280K Buy