Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$292K Hold
2023
Q1
$256K Hold
2022
Q4
$212K Sell
2022
Q3
$227K Hold
2022
Q2
$228K Sell
2022
Q1
$264K Buy
2021
Q4
$343K Sell
2021
Q3
$326K Hold
2021
Q2
$338K Hold
2021
Q1
$320K Hold
2020
Q4
$277K Sell
2020
Q3
$408K Hold
2020
Q2
$326K Hold
2020
Q1
$257K Buy