Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$278K Buy
2023
Q1
$213K Buy
2022
Q4
Sell
2022
Q3
$246K Buy
2022
Q2
$227K Buy
2022
Q1
$342K Sell
2021
Q4
$353K Hold
2021
Q3
$348K Buy
2021
Q2
$325K Hold
2021
Q1
$275K Hold
2020
Q4
$288K Buy