Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$232K Hold
2023
Q3
$221K Buy
2023
Q2
Sell
2023
Q1
$203K Hold
2022
Q4
$254K Hold
2022
Q3
$213K Hold
2022
Q2
$220K Hold
2022
Q1
$247K Hold
2021
Q4
$219K Hold
2021
Q3
$217K Hold
2021
Q2
$210K Hold
2021
Q1
$213K Buy
2018
Q1
Sell
2017
Q4
$216K Buy