Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$258K Hold
2023
Q2
$243K Hold
2023
Q1
$178K Buy
2022
Q2
Sell
2022
Q1
$201K Hold
2021
Q4
$236K Hold
2021
Q3
$252K Sell
2021
Q2
$283K Sell
2021
Q1
$312K Buy
2020
Q4
$287K Hold
2020
Q3
$205K Buy