Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$489K Sell
2023
Q3
$524K Buy
2023
Q2
$291K Buy
2023
Q1
$298K Sell
2022
Q4
$378K Buy
2022
Q3
$351K Buy
2022
Q2
$321K Sell
2022
Q1
$419K Hold
2021
Q4
$470K Buy
2021
Q3
$418K Buy
2021
Q2
$329K Sell
2021
Q1
$277K Sell
2020
Q4
$288K Buy