Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$238K Sell
2023
Q1
$268K Sell
2022
Q4
$303K Sell
2022
Q3
$379K Sell
2022
Q2
$326K Hold
2022
Q1
$404K Hold
2021
Q4
$484K Buy
2021
Q3
$491K Hold
2021
Q2
$360K Hold
2021
Q1
$366K Sell
2020
Q4
$452K Buy