Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$330K Sell
2023
Q2
$679K Hold
2023
Q1
$601K Sell
2022
Q4
$622K Buy
2022
Q3
$311K Hold
2022
Q2
$373K Hold
2022
Q1
$397K Sell
2021
Q4
$549K Hold
2021
Q3
$466K Hold
2021
Q2
$471K Hold
2021
Q1
$376K Hold
2020
Q4
$348K Buy
2020
Q3
$299K Sell
2020
Q2
$276K Sell
2020
Q1
$242K Buy