Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$284K Buy
2023
Q1
$276K Hold
2022
Q4
$273K Hold
2022
Q3
$253K Hold
2022
Q2
$303K Sell
2022
Q1
$308K Sell
2021
Q4
$325K Hold
2021
Q3
$325K Sell
2021
Q2
$399K Buy
2021
Q1
$326K Sell
2020
Q4
$332K Hold
2020
Q3
$278K Hold
2020
Q2
$244K Sell
2020
Q1
$228K Buy
2019
Q2
Sell
2019
Q1
$13K Hold
2018
Q4
$12K Sell
2018
Q3
$15K Hold
2018
Q2
$14K Buy