Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$254K Hold
2023
Q2
$286K Hold
2023
Q1
$223K Buy
2022
Q3
Sell
2022
Q2
$217K Hold
2022
Q1
$257K Hold
2021
Q4
$270K Hold
2021
Q3
$270K Sell
2021
Q2
$367K Hold
2021
Q1
$331K Hold
2020
Q4
$301K Buy