Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$204K Sell
2023
Q3
$264K Buy
2023
Q2
$286K Sell
2023
Q1
$331K Sell
2022
Q4
$505K Sell
2022
Q3
$469K Buy
2022
Q2
$516K Hold
2022
Q1
$523K Buy
2021
Q4
$345K Hold
2021
Q3
$345K Buy
2021
Q2
$300K Sell
2021
Q1
$320K Sell
2020
Q4
$389K Buy
2020
Q2
$308K Sell
2020
Q1
$334K Buy
2019
Q4
$377K Buy