Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$124K Buy
2023
Q3
$82K Hold
2023
Q2
$97K Hold
2023
Q1
$72K Hold
2022
Q4
$52K Hold
2022
Q3
$40K Hold
2022
Q2
$47K Hold
2022
Q1
$101K Hold
2021
Q4
$207K Sell
2021
Q3
$271K Buy
2019
Q3
$2K Buy