Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$412K Sell
2023
Q2
$583K Buy
2023
Q1
$638K Sell
2022
Q4
$691K Hold
2022
Q3
$593K Sell
2022
Q2
$705K Sell
2022
Q1
$868K Sell
2021
Q4
$1.01M Buy
2021
Q3
$847K Buy
2021
Q2
$699K Buy
2021
Q1
$532K Buy
2020
Q4
$328K Buy