Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$486K Buy
2022
Q4
$481K Sell
2022
Q3
$494K Hold
2022
Q2
$564K Hold
2022
Q1
$597K Buy
2021
Q4
$476K Buy
2021
Q3
$368K Hold
2021
Q2
$384K Sell
2021
Q1
$380K Buy
2020
Q4
$331K Sell
2020
Q3
$315K Buy
2020
Q2
$317K Sell
2020
Q1
$258K Buy
2019
Q4
$211K Buy