Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$218K Buy
2023
Q1
Sell
2022
Q4
$201K Hold
2022
Q3
$207K Sell
2022
Q2
$245K Sell
2022
Q1
$328K Hold
2021
Q4
$363K Sell
2021
Q3
$399K Sell
2021
Q2
$398K Buy
2021
Q1
$352K Hold
2020
Q4
$321K Buy