Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$108K Hold
2023
Q1
$95.2K Buy
2022
Q4
$86.7K Hold
2022
Q3
$68K Buy
2022
Q2
$50K Hold
2022
Q1
$55K Hold
2021
Q4
$62K Hold
2021
Q3
$57K Hold
2021
Q2
$60K Hold
2021
Q1
$55K Hold
2020
Q4
$45K Hold
2020
Q3
$33K Hold
2020
Q2
$32K Hold
2020
Q1
$30K Buy
2019
Q4
$4K Hold
2019
Q3
$4K Buy
2018
Q2
Sell
2018
Q1
$16K Buy