Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$425K Buy
2023
Q1
$412K Buy
2022
Q4
$358K Hold
2022
Q3
$358K Buy
2022
Q2
$422K Buy
2022
Q1
$384K Buy
2021
Q4
$390K Sell
2021
Q3
$389K Buy
2021
Q2
$406K Buy
2021
Q1
$365K Buy
2020
Q4
$341K Buy
2020
Q3
$324K Buy
2020
Q2
$316K Buy
2020
Q1
$289K Buy
2019
Q4
$349K Sell
2019
Q3
$387K Hold
2019
Q2
$366K Buy
2019
Q1
$375K Hold
2018
Q4
$302K Buy