Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$221K Hold
2022
Q4
$211K Buy
2022
Q2
Sell
2022
Q1
$242K Hold
2021
Q4
$300K Hold
2021
Q3
$261K Hold
2021
Q2
$278K Hold
2021
Q1
$239K Hold
2020
Q4
$255K Hold
2020
Q3
$226K Buy