Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$123K Hold
2023
Q2
$164K Hold
2023
Q1
$155K Sell
2022
Q4
$133K Buy
2022
Q3
$140K Sell
2022
Q2
$197K Buy
2022
Q1
$522K Buy
2021
Q4
$667K Sell
2021
Q3
$1.06M Buy
2021
Q2
$966K Sell
2021
Q1
$743K Buy
2020
Q4
$705K Buy
2020
Q3
$367K Sell
2020
Q2
$330K Buy
2020
Q1
$167K Sell
2019
Q4
$242K Buy