Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$695K Buy
2023
Q2
$879K Sell
2023
Q1
$820K Sell
2022
Q4
$889K Buy
2022
Q3
$551K Hold
2022
Q2
$510K Hold
2022
Q1
$875K Hold
2021
Q4
$918K Buy
2021
Q3
$716K Hold
2021
Q2
$559K Hold
2021
Q1
$558K Hold
2020
Q4
$484K Sell
2020
Q3
$717K Buy
2020
Q2
$599K Sell
2020
Q1
$471K Sell
2019
Q4
$417K Buy