Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$168K Hold
2023
Q2
$196K Hold
2023
Q1
$262K Sell
2022
Q4
$452K Sell
2022
Q3
$569K Hold
2022
Q2
$587K Buy
2022
Q1
$488K Sell
2021
Q4
$509K Buy
2021
Q3
$626K Buy
2021
Q2
$432K Buy
2021
Q1
$351K Hold
2020
Q4
$356K Sell
2020
Q3
$603K Sell
2020
Q2
$1.25M Buy
2019
Q4
Sell
2019
Q3
$156K Buy
2019
Q2
$200K Buy