Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$484K Sell
2023
Q2
$718K Sell
2023
Q1
$681K Hold
2022
Q4
$643K Hold
2022
Q3
$516K Hold
2022
Q2
$544K Hold
2022
Q1
$624K Hold
2021
Q4
$733K Sell
2021
Q3
$1.02M Hold
2021
Q2
$990K Hold
2021
Q1
$1.01M Hold
2020
Q4
$791K Hold
2020
Q3
$592K Hold
2020
Q2
$594K Hold
2020
Q1
$439K Buy
2019
Q4
$420K Sell
2019
Q3
$383K Buy