Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$207K Hold
2022
Q4
$236K Sell
2022
Q3
$259K Hold
2022
Q2
$308K Sell
2022
Q1
$384K Hold
2021
Q4
$458K Buy
2021
Q3
$450K Hold
2021
Q2
$509K Hold
2021
Q1
$494K Buy
2020
Q4
$446K Buy
2020
Q3
$368K Hold
2020
Q2
$359K Sell
2020
Q1
$362K Sell
2019
Q4
$486K Sell
2019
Q3
$490K Hold
2019
Q2
$517K Hold
2019
Q1
$620K Sell
2018
Q4
$614K Buy