Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$213K Buy
2023
Q1
$204K Hold
2022
Q4
$201K Buy
2022
Q3
Sell
2022
Q2
$228K Sell
2022
Q1
$257K Hold
2021
Q4
$242K Hold
2021
Q3
$232K Hold
2021
Q2
$229K Buy
2021
Q1
$203K Buy
2020
Q4
Sell
2020
Q3
$182K Buy