Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$233K Hold
2023
Q2
$222K Hold
2023
Q1
$223K Hold
2022
Q4
$209K Buy
2022
Q2
Sell
2022
Q1
$234K Sell
2021
Q4
$290K Hold
2021
Q3
$252K Hold
2021
Q2
$246K Buy
2021
Q1
$233K Buy