Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$220K Hold
2023
Q2
$254K Hold
2023
Q1
$282K Hold
2022
Q4
$269K Buy
2022
Q3
Sell
2022
Q2
$235K Hold
2022
Q1
$309K Hold
2021
Q4
$384K Hold
2021
Q3
$335K Hold
2021
Q2
$354K Hold
2021
Q1
$305K Hold
2020
Q4
$325K Hold
2020
Q3
$290K Hold
2020
Q2
$226K Buy
2020
Q1
Sell
2019
Q4
$233K Hold
2019
Q3
$215K Buy