Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$408K Buy
2023
Q2
$346K Buy
2023
Q1
Sell
2022
Q4
$296K Sell
2022
Q3
$251K Sell
2022
Q2
$346K Sell
2022
Q1
$385K Hold
2021
Q4
$417K Sell
2021
Q3
$615K Buy
2021
Q2
$542K Sell
2021
Q1
$544K Sell
2020
Q4
$577K Sell
2020
Q3
$704K Buy
2020
Q2
$617K Hold
2020
Q1
$503K Buy
2019
Q4
$455K Sell
2019
Q3
$420K Buy
2019
Q2
$429K Sell
2019
Q1
$396K Buy