Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$211K Hold
2023
Q1
$200K Hold
2022
Q4
$198K Sell
2022
Q3
$165K Buy
2022
Q2
$182K Buy
2022
Q1
$10K Hold
2021
Q4
$15K Hold
2021
Q3
$17K Hold
2021
Q2
$20K Sell
2021
Q1
$45K Buy
2020
Q4
$4K Buy
2020
Q3
$1K Buy