Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$343K Sell
2023
Q3
$387K Buy
2023
Q2
$390K Sell
2023
Q1
$403K Sell
2022
Q4
$378K Sell
2022
Q3
$487K Buy
2022
Q2
$426K Sell
2022
Q1
$745K Sell
2021
Q4
$969K Sell
2021
Q3
$1.13M Buy
2021
Q2
$752K Sell
2021
Q1
$842K Sell
2020
Q4
$734K Buy
2020
Q3
$556K Sell
2020
Q2
$782K Sell
2020
Q1
$485K Buy
2019
Q4
$507K Buy
2018
Q4
Sell
2018
Q3
$380K Buy