Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$259K Hold
2022
Q4
$247K Buy
2022
Q3
Sell
2022
Q2
$216K Hold
2022
Q1
$284K Hold
2021
Q4
$352K Hold
2021
Q3
$307K Hold
2021
Q2
$327K Hold
2021
Q1
$281K Hold
2020
Q4
$299K Hold
2020
Q3
$265K Hold
2020
Q2
$207K Buy
2020
Q1
Sell
2019
Q4
$214K Buy