Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$457K Buy
2023
Q3
$279K Sell
2023
Q2
$296K Buy
2023
Q1
$209K Sell
2022
Q4
$428K Sell
2022
Q3
$641K Hold
2022
Q2
$583K Buy
2022
Q1
$933K Sell
2021
Q4
$1.24M Sell
2021
Q3
$1.03M Buy
2021
Q2
$841K Hold
2021
Q1
$668K Buy
2020
Q4
$767K Buy
2020
Q3
$518K Buy
2020
Q2
$315K Buy