Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$349K Buy
2023
Q3
$325K Buy
2022
Q4
Sell
2022
Q3
$200K Hold
2022
Q2
$224K Buy
2022
Q1
$337K Hold
2021
Q4
$447K Hold
2021
Q3
$590K Hold
2021
Q2
$647K Hold
2021
Q1
$571K Hold
2020
Q4
$578K Buy