Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$22.3K Hold
2022
Q4
$25.9K Hold
2022
Q3
$26K Hold
2022
Q2
$50K Buy
2022
Q1
$114K Hold
2021
Q4
$118K Hold
2021
Q3
$227K Hold
2021
Q2
$317K Buy
2021
Q1
$48K Buy
2020
Q2
Sell
2020
Q1
$317K Buy
2019
Q4
$361K Buy
2019
Q3
$596K Buy
2019
Q2
$602K Buy