Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$318K Hold
2023
Q1
$304K Hold
2022
Q4
$278K Hold
2022
Q3
$258K Hold
2022
Q2
$340K Hold
2022
Q1
$376K Hold
2021
Q4
$390K Hold
2021
Q3
$284K Sell
2021
Q2
$315K Sell
2021
Q1
$393K Sell
2020
Q4
$319K Sell
2020
Q3
$283K Sell
2020
Q2
$274K Buy
2020
Q1
Sell
2019
Q4
$414K Buy