Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$278K Sell
2023
Q2
$313K Buy
2023
Q1
$284K Buy
2022
Q4
$272K Sell
2022
Q3
$222K Buy
2022
Q2
$234K Buy
2021
Q1
Sell
2020
Q4
$210K Hold
2020
Q3
$213K Buy
2020
Q2
Sell
2020
Q1
$203K Buy
2019
Q3
Sell
2019
Q2
$214K Buy