Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$93.5K Buy
2023
Q1
$101K Buy
2022
Q4
$93.6K Hold
2022
Q3
$94K Buy
2022
Q2
$101K Buy
2022
Q1
$100K Buy
2021
Q4
$92K Buy
2021
Q3
$87K Sell
2021
Q2
$273K Sell
2021
Q1
$390K Buy
2020
Q4
$353K Buy
2020
Q3
$389K Sell
2020
Q2
$405K Sell
2020
Q1
$326K Sell
2019
Q4
$474K Sell
2019
Q3
$400K Hold
2019
Q2
$381K Sell
2019
Q1
$427K Sell
2018
Q4
$448K Buy