Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$492K Sell
2023
Q2
$460K Hold
2023
Q1
$440K Buy
2022
Q4
$350K Hold
2022
Q3
$258K Sell
2022
Q2
$445K Sell
2022
Q1
$520K Buy
2021
Q4
$623K Sell
2021
Q3
$1.1M Buy
2021
Q2
$950K Sell
2021
Q1
$936K Buy
2020
Q4
$598K Buy
2020
Q3
$406K Sell
2020
Q2
$418K Sell
2020
Q1
$289K Buy
2019
Q4
$304K Hold
2019
Q3
$268K Hold
2019
Q2
$280K Sell
2019
Q1
$217K Buy