Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$575K Hold
2023
Q3
$537K Hold
2023
Q2
$443K Hold
2023
Q1
$483K Sell
2022
Q4
$695K Sell
2022
Q3
$599K Hold
2022
Q2
$646K Hold
2022
Q1
$675K Buy
2021
Q4
$426K Hold
2021
Q3
$426K Hold
2021
Q2
$488K Buy
2021
Q1
$495K Hold
2020
Q4
$458K Buy
2020
Q2
$476K Sell
2020
Q1
$415K Buy
2019
Q4
$487K Buy