Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$277K Buy
2023
Q1
$259K Buy
2022
Q4
$278K Hold
2022
Q3
$234K Buy
2022
Q2
$277K Hold
2022
Q1
$255K Sell
2021
Q4
$270K Sell
2021
Q3
$280K Buy
2021
Q2
$296K Buy
2021
Q1
$266K Buy
2020
Q4
$252K Hold
2020
Q3
$243K Buy