Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$236K Sell
2022
Q3
$213K Buy
2022
Q2
$214K Buy
2022
Q1
$258K Buy
2021
Q4
$238K Buy
2021
Q3
$226K Sell
2021
Q2
$232K Buy
2021
Q1
$224 Buy
2020
Q4
$200K Buy
2020
Q1
Sell
2019
Q4
$200K Buy