Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$384K Hold
2022
Q4
$353K Sell
2022
Q3
$303K Sell
2022
Q2
$384K Buy
2022
Q1
$378K Hold
2021
Q4
$369K Hold
2021
Q3
$380K Hold
2021
Q2
$399K Buy
2021
Q1
$360K Hold
2020
Q4
$375K Buy