Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$331K Sell
2022
Q4
$350K Hold
2022
Q3
$290K Sell
2022
Q2
$353K Hold
2022
Q1
$373K Sell
2021
Q4
$322K Buy
2021
Q3
$246K Sell
2021
Q2
$268K Hold
2021
Q1
$257K Sell
2020
Q4
$269K Sell
2020
Q3
$245K Buy
2020
Q2
$254K Sell
2020
Q1
$1.53M Buy
2019
Q4
$267K Buy
2019
Q2
Sell
2019
Q1
$209K Sell
2018
Q4
$258K Buy