Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$215K Sell
2023
Q1
$344K Hold
2022
Q4
$328K Sell
2022
Q3
$236K Hold
2022
Q2
$290K Buy
2022
Q1
$375K Sell
2021
Q4
$469K Buy
2021
Q3
$372K Hold
2021
Q2
$395K Sell
2021
Q1
$434K Buy
2020
Q4
$458K Hold
2020
Q3
$406K Buy
2020
Q2
$309K Hold
2020
Q1
$261K Buy
2019
Q4
$306K Hold
2019
Q3
$283K Buy