Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$577K Hold
2023
Q2
$653K Hold
2023
Q1
$555K Sell
2022
Q4
$541K Sell
2022
Q3
$648K Sell
2022
Q2
$661K Sell
2022
Q1
$1.13M Hold
2021
Q4
$1.15M Hold
2021
Q3
$919K Hold
2021
Q2
$890K Hold
2021
Q1
$794K Sell
2020
Q4
$931K Buy