Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$267K Hold
2023
Q2
$256K Buy
2022
Q2
Sell
2022
Q1
$221K Buy
2021
Q4
$272K Sell
2021
Q3
$282K Hold
2021
Q2
$287K Sell
2021
Q1
$237K Buy
2020
Q4
$248K Buy
2020
Q3
$241K Hold
2020
Q2
$214K Buy