Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$301K Hold
2023
Q1
$157K Buy
2022
Q4
$73.3K Buy
2022
Q3
Sell
2022
Q2
$135K Buy
2022
Q1
$151K Hold
2021
Q4
$132K Sell
2021
Q3
$461K Buy
2021
Q2
$528K Sell
2021
Q1
$505K Sell
2020
Q4
$630K Hold
2020
Q3
$363K Hold
2020
Q2
$309K Hold
2020
Q1
$268K Buy
2019
Q4
$385K Hold
2019
Q3
$322K Sell
2019
Q2
$415K Sell
2019
Q1
$421K Buy
2018
Q4
$288K Buy