Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$292K Hold
2023
Q2
$300K Hold
2023
Q1
$276K Hold
2022
Q4
$248K Hold
2022
Q3
$153K Hold
2022
Q2
$180K Hold
2022
Q1
$164K Hold
2021
Q4
$153K Hold
2021
Q3
$203K Hold
2021
Q2
$366K Hold
2021
Q1
$544K Hold
2020
Q4
$512K Buy
2018
Q1
Sell
2017
Q4
$369K Sell
2017
Q3
$554K Hold
2017
Q2
$665K Hold
2017
Q1
$840K Hold
2016
Q4
$694K Buy