Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$287K Hold
2023
Q2
$731K Buy
2023
Q1
$289K Sell
2022
Q4
$557K Buy
2022
Q3
$453K Buy
2022
Q2
$348K Sell
2022
Q1
$852K Buy
2021
Q4
$660K Sell
2021
Q3
$719K Hold
2021
Q2
$905K Hold
2021
Q1
$855K Buy
2020
Q4
$418K Buy