Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$414K Buy
2023
Q2
Sell
2023
Q1
$314K Hold
2022
Q4
$245K Hold
2022
Q3
$262K Sell
2022
Q2
$207K Buy
2022
Q1
$354K Hold
2021
Q4
$416K Buy
2021
Q3
Sell
2021
Q2
$706K Sell
2021
Q1
$1.48M Buy
2020
Q4
$662K Buy
2020
Q2
Sell
2020
Q1
$1.78M Buy
2019
Q4
$1.5M Buy