Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$204K Buy
2023
Q1
Sell
2022
Q4
$355K Buy
2022
Q1
Sell
2021
Q4
$341K Buy
2021
Q3
Sell
2021
Q2
$677K Hold
2021
Q1
$650K Sell
2020
Q4
$645K Buy
2020
Q3
$520K Hold
2020
Q2
$582K Hold
2020
Q1
$452K Buy
2019
Q4
$419K Hold
2019
Q3
$358K Sell
2019
Q2
$353K Buy