Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$245K Hold
2022
Q3
$200K Hold
2022
Q2
$266K Buy
2022
Q1
$331K Buy
2021
Q4
$401 Sell
2021
Q3
$420K Hold
2021
Q2
$427K Hold
2021
Q1
$347K Buy
2020
Q4
$265K Buy
2018
Q1
Sell
2017
Q4
$19K Buy