Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$339K Hold
2022
Q4
$367K Sell
2022
Q3
$380K Hold
2022
Q2
$427K Hold
2022
Q1
$465K Sell
2021
Q4
$557K Buy
2021
Q3
$427K Sell
2021
Q2
$446K Sell
2021
Q1
$475K Buy
2020
Q4
$366K Sell
2020
Q3
$368K Sell
2020
Q2
$379K Buy
2020
Q1
$289K Buy