Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$317K Buy
2023
Q1
$239K Buy
2022
Q2
$178K Sell
2022
Q1
$369K Buy
2021
Q3
$312K Hold
2021
Q2
$327K Sell
2021
Q1
$435K Sell
2020
Q4
$329K Buy
2020
Q3
$110K Buy