Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$240K Sell
2023
Q3
$299K Sell
2023
Q2
$357K Sell
2023
Q1
$425K Buy
2022
Q4
$327K Sell
2022
Q3
$490K Buy
2022
Q2
$392K Buy
2022
Q1
$564K Buy
2021
Q4
$380K Hold
2021
Q3
$380K Buy
2021
Q2
$418K Buy
2021
Q1
$345K Buy
2020
Q4
$302K Buy
2020
Q2
$231K Buy