Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$175K Hold
2023
Q1
$211K Hold
2022
Q4
$202K Hold
2022
Q3
$168K Hold
2022
Q2
$230K Sell
2022
Q1
$259K Hold
2021
Q4
$269K Hold
2021
Q3
$296K Hold
2021
Q2
$315K Sell
2021
Q1
$338K Hold
2020
Q4
$321K Buy