Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $504K | Hold |
|
|||||
|
2023
Q2 | $521K | Hold |
|
|||||
|
2023
Q1 | $494K | Hold |
|
|||||
|
2022
Q4 | $455K | Hold |
|
|||||
|
2022
Q3 | $389K | Sell |
|
|||||
|
2022
Q2 | $435K | Sell |
|
|||||
|
2022
Q1 | $508K | Hold |
|
|||||
|
2021
Q4 | $497K | Hold |
|
|||||
|
2021
Q3 | $511K | Hold |
|
|||||
|
2021
Q2 | $536K | Hold |
|
|||||
|
2021
Q1 | $485K | Sell |
|
|||||
|
2020
Q4 | $526K | Buy |
|