Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$348K Hold
2023
Q3
$294K Hold
2023
Q2
$317K Sell
2023
Q1
$290K Sell
2022
Q4
$276K Buy
2022
Q3
$247K Sell
2022
Q2
$282K Sell
2022
Q1
$337K Buy
2021
Q4
$363K Buy
2021
Q3
$270K Buy
2021
Q2
$259K Sell
2021
Q1
$259K Sell
2020
Q4
$256K Buy