Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$274K Sell
2023
Q2
$482K Hold
2023
Q1
$456K Buy
2022
Q2
Sell
2022
Q1
$249K Buy
2021
Q4
$278K Buy
2021
Q2
Sell
2021
Q1
$314K Hold
2020
Q4
$300K Buy