Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$403K Buy
2023
Q1
$390K Buy
2022
Q4
$326K Buy
2022
Q3
$283K Sell
2022
Q2
$323K Buy
2022
Q1
$362K Hold
2021
Q4
$380K Hold
2021
Q3
$336K Hold
2021
Q2
$310K Hold
2021
Q1
$293K Hold
2020
Q4
$287K Sell
2020
Q3
$264K Sell
2020
Q2
$330K Buy
2020
Q1
$253K Hold
2019
Q4
$299K Sell
2019
Q3
$283K Buy
2019
Q2
$290K Hold
2019
Q1
$255K Sell
2018
Q4
$244K Sell
2018
Q3
$253K Buy