Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$333K Hold
2023
Q3
$335K Buy
2022
Q4
Sell
2022
Q3
$415K Buy
2022
Q2
$325K Buy
2022
Q1
$466K Sell
2021
Q4
$565K Buy
2021
Q3
Sell
2021
Q2
$290K Hold
2021
Q1
$285K Sell
2020
Q4
$322K Buy