Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$129K Sell
2023
Q2
$146K Buy
2023
Q1
$100K Hold
2022
Q4
$102K Hold
2022
Q3
$88K Hold
2022
Q2
$96K Hold
2022
Q1
$102K Hold
2021
Q4
$91K Hold
2021
Q3
$89K Sell
2021
Q2
$96K Buy
2021
Q1
$92K Hold
2020
Q4
$93K Buy
2020
Q3
$63K Buy
2020
Q2
$51K Buy
2020
Q1
$43K Buy
2019
Q4
$43K Buy