Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$367K Buy
2022
Q4
$212K Buy
2022
Q3
$455K Buy
2022
Q2
$378K Hold
2022
Q1
$605K Hold
2021
Q4
$593K Hold
2021
Q3
$435K Sell
2021
Q2
$389K Hold
2021
Q1
$383K Buy
2020
Q4
$378K Buy
2020
Q3
$230K Buy
2020
Q1
Sell
2019
Q4
$457K Hold
2019
Q3
$223K Sell
2019
Q2
$215K Sell
2019
Q1
$277K Sell
2018
Q4
$352K Buy