Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$202K Hold
2023
Q1
$160K Buy
2022
Q3
Sell
2022
Q2
$258K Hold
2022
Q1
$271K Sell
2021
Q4
$644K Buy
2021
Q3
$620K Sell
2021
Q2
$422K Sell
2021
Q1
$566K Buy
2020
Q4
$301K Buy