Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$532K Hold
2023
Q3
$539K Hold
2023
Q2
$686K Hold
2023
Q1
$584K Hold
2022
Q4
$492K Hold
2022
Q3
$445K Hold
2022
Q2
$441K Hold
2022
Q1
$790K Hold
2021
Q4
$622K Hold
2021
Q3
$350K Hold
2021
Q2
$234K Hold
2021
Q1
$218K Buy
2020
Q4
Sell
2020
Q3
$211K Buy