Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$373K Buy
2023
Q1
$332K Sell
2022
Q4
$329K Buy
2022
Q3
$294K Hold
2022
Q2
$296K Hold
2022
Q1
$357K Hold
2021
Q4
$329K Sell
2021
Q3
$319K Sell
2021
Q2
$293K Buy
2021
Q1
$244K Hold
2020
Q4
$224K Buy
2020
Q3
Sell
2020
Q2
$209K Buy
2020
Q1
Sell
2019
Q4
$204K Hold
2019
Q3
$204K Buy