Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$357K Hold
2023
Q1
$359K Hold
2022
Q4
$239K Hold
2022
Q3
$239K Hold
2022
Q2
$258K Hold
2022
Q1
$343K Hold
2021
Q4
$433K Hold
2021
Q3
$368K Hold
2021
Q2
$375K Hold
2021
Q1
$367K Hold
2020
Q4
$393K Sell
2020
Q3
$670K Buy