Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$288K Hold
2023
Q2
$323K Hold
2023
Q1
$298K Hold
2022
Q4
$311K Sell
2022
Q3
$267K Hold
2022
Q2
$281K Hold
2022
Q1
$253K Hold
2021
Q4
$236K Sell
2021
Q3
$231K Hold
2021
Q2
$240K Sell
2021
Q1
$238K Hold
2020
Q4
$252K Hold
2020
Q3
$256K Hold
2020
Q2
$238K Sell
2020
Q1
$250K Hold
2019
Q4
$268K Buy