Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$317K Hold
2023
Q3
$271K Hold
2023
Q2
$290K Hold
2023
Q1
$305K Sell
2022
Q4
$390K Hold
2022
Q3
$359K Hold
2022
Q2
$421K Hold
2022
Q1
$479K Sell
2021
Q4
$572K Hold
2021
Q3
$572K Hold
2021
Q2
$647K Sell
2021
Q1
$643K Hold
2020
Q4
$582K Buy
2020
Q2
$527K Sell
2020
Q1
$859K Buy
2019
Q4
$614K Buy