Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$262K Sell
2023
Q2
$307K Buy
2023
Q1
$373K Buy
2022
Q4
$343K Buy
2022
Q3
Sell
2022
Q2
$281K Buy
2022
Q1
$245K Hold
2021
Q4
$202K Buy
2021
Q3
$211K Buy
2021
Q2
Sell
2021
Q1
$209K Buy
2020
Q1
Sell
2019
Q4
$254K Hold
2019
Q3
$214K Hold
2019
Q2
$206K Buy