Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$309K Sell
2023
Q2
$272K Hold
2023
Q1
$296K Sell
2022
Q4
$339K Sell
2022
Q3
$309K Sell
2022
Q2
$343K Sell
2022
Q1
$358K Hold
2021
Q4
$333K Buy
2021
Q3
$314K Hold
2021
Q2
$360K Hold
2021
Q1
$367K Hold
2020
Q4
$339K Buy