Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$259K Hold
2023
Q2
$301K Hold
2023
Q1
$277K Hold
2022
Q4
$222K Hold
2022
Q3
$204K Hold
2022
Q2
$244K Hold
2022
Q1
$311K Hold
2021
Q4
$359K Hold
2021
Q3
$333K Hold
2021
Q2
$358K Hold
2021
Q1
$353K Sell
2020
Q4
$342K Buy