Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$211K Hold
2023
Q2
$233K Sell
2023
Q1
$267K Hold
2022
Q4
$336K Sell
2022
Q3
$287K Buy
2022
Q2
$343K Hold
2022
Q1
$339K Hold
2021
Q4
$387K Hold
2021
Q3
$282K Hold
2021
Q2
$256K Buy
2021
Q1
$230K Buy
2020
Q1
Sell
2019
Q4
$212K Sell
2019
Q3
$207K Hold
2019
Q2
$249K Hold
2019
Q1
$244K Hold
2018
Q4
$251K Hold
2018
Q3
$254K Buy