Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$93.5K Sell
2023
Q1
$105K Hold
2022
Q4
$108K Hold
2022
Q3
$102K Sell
2022
Q2
$118K Hold
2022
Q1
$124K Hold
2021
Q4
$112K Hold
2021
Q3
$112K Hold
2021
Q2
$109K Hold
2021
Q1
$108K Hold
2020
Q4
$101K Sell
2020
Q3
$102K Sell
2020
Q2
$143K Hold
2020
Q1
$133K Buy
2019
Q4
$86K Hold
2019
Q3
$88K Hold
2019
Q2
$79K Hold
2019
Q1
$76K Hold
2018
Q4
$75K Sell
2018
Q3
$144K Hold
2018
Q2
$148K Buy