Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$205K Buy
2022
Q2
Sell
2022
Q1
$222K Sell
2021
Q4
$278K Buy
2021
Q3
$240K Hold
2021
Q2
$255K Buy
2021
Q1
$166K Hold
2020
Q4
$177K Buy