Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$276K Sell
2023
Q2
$929K Buy
2023
Q1
$351K Buy
2022
Q4
$413K Sell
2022
Q3
$402K Hold
2022
Q2
$358K Sell
2022
Q1
$855K Hold
2021
Q4
$784K Sell
2021
Q3
$906K Hold
2021
Q2
$1.14M Buy
2021
Q1
$834K Buy
2020
Q4
Sell
2020
Q3
$13K Buy
2020
Q2
$12K Buy
2020
Q1
Sell
2019
Q4
$34K Buy