Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$341K Hold
2023
Q2
$397K Hold
2023
Q1
$426K Hold
2022
Q4
$394K Hold
2022
Q3
$396K Hold
2022
Q2
$410K Sell
2022
Q1
$745K Hold
2021
Q4
$668K Hold
2021
Q3
$544K Buy
2021
Q2
Sell
2021
Q1
$563K Hold
2020
Q4
$430K Sell
2020
Q3
$523K Buy
2020
Q2
$535K Buy