Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$142K Buy
2023
Q1
$135K Sell
2022
Q4
$115K Hold
2022
Q3
$115K Buy
2022
Q2
$117K Sell
2022
Q1
$135K Sell
2021
Q4
$144K Sell
2021
Q3
$150K Sell
2021
Q2
$163K Buy
2021
Q1
$147K Buy
2020
Q4
$152K Sell
2020
Q3
$150K Buy
2020
Q2
$136K Buy
2020
Q1
$111K Sell
2019
Q4
$158K Sell
2019
Q3
$169K Buy
2019
Q2
$126K Buy