Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$305K Hold
2023
Q3
$273K Hold
2023
Q2
$299K Hold
2023
Q1
$269K Sell
2022
Q4
$283K Buy
2022
Q3
$210K Sell
2022
Q2
$204K Sell
2022
Q1
$263K Hold
2021
Q4
$291K Buy
2021
Q3
$244K Buy
2021
Q2
$247K Hold
2021
Q1
$236K Hold
2020
Q4
$223K Buy