Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$226K Buy
2022
Q2
Sell
2022
Q1
$291K Buy
2021
Q4
$315K Buy
2021
Q3
$300K Hold
2021
Q2
$342K Hold
2021
Q1
$276K Hold
2020
Q4
$235K Hold
2020
Q3
$215K Buy