Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$587K Hold
2023
Q2
$561K Hold
2023
Q1
$569K Buy
2022
Q4
$447K Hold
2022
Q3
$409K Hold
2022
Q2
$397K Hold
2022
Q1
$452K Hold
2021
Q4
$403K Buy
2021
Q3
$343K Buy
2021
Q2
Sell
2021
Q1
$309K Buy
2019
Q1
Sell
2018
Q4
$109K Buy