Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$447K Hold
2023
Q2
$387K Buy
2023
Q1
$271K Hold
2022
Q4
$297K Hold
2022
Q3
$255K Buy
2022
Q2
$257K Hold
2022
Q1
$256K Sell
2021
Q4
$240K Hold
2021
Q3
$226K Buy
2021
Q2
Sell
2021
Q1
$283K Sell
2020
Q4
$285K Hold
2020
Q3
$315K Hold
2020
Q2
$292K Sell
2020
Q1
$252K Buy
2019
Q2
Sell
2019
Q1
$55K Sell
2018
Q4
$62K Buy