Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$272K Sell
2023
Q2
$279K Buy
2023
Q1
Sell
2022
Q4
$309K Buy
2022
Q2
Sell
2022
Q1
$353K Buy
2021
Q4
$258K Sell
2021
Q3
$412K Hold
2021
Q2
$383K Buy
2021
Q1
$349K Buy