Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$197K Hold
2023
Q1
$199K Hold
2022
Q4
$144K Sell
2022
Q3
$211K Hold
2022
Q2
$227K Buy
2022
Q1
$143K Hold
2021
Q4
$181K Hold
2021
Q3
$153K Hold
2021
Q2
$156K Hold
2021
Q1
$153K Hold
2020
Q4
$164K Buy