Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$360K Hold
2023
Q2
$370K Hold
2023
Q1
$293K Sell
2022
Q4
$257K Sell
2022
Q3
$377K Sell
2022
Q2
$365K Buy
2022
Q1
$525K Hold
2021
Q4
$537K Hold
2021
Q3
$529K Hold
2021
Q2
$554K Hold
2021
Q1
$498K Sell
2020
Q4
$570K Buy