Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$252K Hold
2023
Q2
$307K Buy
2023
Q1
$266K Hold
2022
Q4
$238K Sell
2022
Q3
$218K Hold
2022
Q2
$247K Sell
2022
Q1
$348K Sell
2021
Q4
$409K Hold
2021
Q3
$428K Buy
2021
Q2
Sell
2021
Q1
$367K Hold
2020
Q4
$301K Hold
2020
Q3
$312K Hold
2020
Q2
$314K Buy
2019
Q2
Sell
2019
Q1
$167K Hold
2018
Q4
$126K Buy