Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$300K Sell
2023
Q2
$284K Hold
2023
Q1
$208K Sell
2022
Q4
$218K Hold
2022
Q3
$233K Sell
2022
Q2
$202K Sell
2022
Q1
$411K Buy
2021
Q4
$481K Sell
2021
Q3
$532K Sell
2021
Q2
$611K Sell
2021
Q1
$680K Sell
2020
Q4
$698K Buy
2020
Q3
$171K Sell
2020
Q2
$148K Buy
2020
Q1
$131K Buy