Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$178K Sell
2023
Q1
$226K Hold
2022
Q4
$216K Sell
2022
Q3
$192K Hold
2022
Q2
$263K Sell
2022
Q1
$268K Sell
2021
Q4
$299K Hold
2021
Q3
$329K Buy
2021
Q2
$345K Buy
2021
Q1
$273K Sell
2020
Q4
$324K Sell
2020
Q3
$349K Buy
2020
Q2
$332K Sell
2020
Q1
$348K Buy
2019
Q4
$376K Buy