Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$151K Hold
2023
Q2
$229K Hold
2023
Q1
$277K Hold
2022
Q4
$340K Buy
2022
Q3
$328K Hold
2022
Q2
$482K Hold
2022
Q1
$501K Hold
2021
Q4
$621K Hold
2021
Q3
$555K Buy
2021
Q2
Sell
2021
Q1
$536K Hold
2020
Q4
$617K Hold
2020
Q3
$558K Hold
2020
Q2
$589K Hold
2020
Q1
$415K Hold
2019
Q4
$376K Hold
2019
Q3
$460K Hold
2019
Q2
$501K Buy