Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$251K Sell
2022
Q4
$293K Buy
2022
Q3
$236K Sell
2022
Q2
$313K Buy
2022
Q1
$255K Buy
2021
Q4
$261K Sell
2021
Q3
$269K Buy
2021
Q2
$280K Hold
2021
Q1
$255K Buy
2020
Q4
$238K Hold
2020
Q3
$230K Hold
2020
Q2
$228K Hold
2020
Q1
$210K Hold
2019
Q4
$254K Hold
2019
Q3
$275K Sell
2019
Q2
$270K Buy