Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$438K Buy
2023
Q1
$437K Sell
2022
Q4
$497K Sell
2022
Q3
$567K Buy
2022
Q2
$496K Buy
2022
Q1
$550K Buy
2021
Q4
$440K Hold
2021
Q3
$433K Sell
2021
Q2
$437K Buy
2021
Q1
$444K Buy
2020
Q4
$314K Buy
2020
Q3
$223 Buy
2020
Q1
Sell
2019
Q4
$2.3M Buy