Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$373K Hold
2023
Q1
$331K Hold
2022
Q4
$291K Hold
2022
Q3
$289K Hold
2022
Q2
$308K Hold
2022
Q1
$353K Hold
2021
Q4
$469K Hold
2021
Q3
$417K Sell
2021
Q2
$556K Sell
2021
Q1
$642K Hold
2020
Q4
$649K Sell
2020
Q3
$719K Buy
2020
Q2
$696K Sell
2020
Q1
$623K Sell
2019
Q4
$868K Sell
2019
Q3
$990K Sell
2019
Q2
$1.32M Sell
2019
Q1
$1.41M Sell
2018
Q4
$1.47M Buy