Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$437K Buy
2023
Q3
$370K Sell
2023
Q2
$372K Buy
2023
Q1
$281K Buy
2022
Q4
$251K Buy
2022
Q3
$227K Sell
2022
Q2
$236K Hold
2022
Q1
$283K Sell
2021
Q4
$304K Hold
2021
Q3
$241K Buy
2018
Q3
Sell
2018
Q2
$57K Buy