Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$296K Hold
2023
Q2
$285K Hold
2023
Q1
$288K Hold
2022
Q4
$262K Sell
2022
Q3
$260K Hold
2022
Q2
$278K Hold
2022
Q1
$363K Hold
2021
Q4
$412K Hold
2021
Q3
$353K Sell
2021
Q2
$1.03M Hold
2021
Q1
$1.01M Sell
2020
Q4
$891K Buy
2020
Q3
$474K Hold
2020
Q2
$560K Hold
2020
Q1
$474K Sell
2019
Q4
$586K Buy