Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$228K Hold
2023
Q2
$263K Hold
2023
Q1
$212K Hold
2022
Q4
$223K Hold
2022
Q3
$182K Hold
2022
Q2
$168K Hold
2022
Q1
$273K Hold
2021
Q4
$157K Hold
2021
Q3
$162K Hold
2021
Q2
$199K Hold
2021
Q1
$174K Buy
2020
Q4
$135K Buy