Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$205K Hold
2023
Q1
$215K Hold
2022
Q4
$252K Hold
2022
Q3
$227K Sell
2022
Q2
$304K Hold
2022
Q1
$350K Hold
2021
Q4
$393K Hold
2021
Q3
$412K Sell
2021
Q2
$487K Hold
2021
Q1
$472K Hold
2020
Q4
$416K Hold
2020
Q3
$399K Buy
2020
Q2
$351K Hold
2020
Q1
$345K Sell
2019
Q4
$395K Buy