Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$219K Buy
2022
Q2
Sell
2022
Q1
$548K Hold
2021
Q4
$654K Hold
2021
Q3
$612K Sell
2021
Q2
$685K Hold
2021
Q1
$612K Sell
2020
Q4
$499K Hold
2020
Q3
$378K Hold
2020
Q2
$377K Hold
2020
Q1
$268K Hold
2019
Q4
$303K Hold
2019
Q3
$254K Hold
2019
Q2
$213K Buy
2018
Q3
Sell
2018
Q2
$203K Hold
2018
Q1
$203K Buy