Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$205K Hold
2023
Q1
$239K Hold
2022
Q4
$245K Hold
2022
Q3
$207K Hold
2022
Q2
$210K Sell
2022
Q1
$267K Hold
2021
Q4
$223K Buy
2021
Q3
Sell
2021
Q2
$220K Hold
2021
Q1
$225K Hold
2020
Q4
$233K Hold
2020
Q3
$215K Hold
2020
Q2
$202K Buy
2020
Q1
Sell
2019
Q4
$203K Buy