Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$257K Buy
2023
Q1
Sell
2022
Q4
$341K Buy
2022
Q2
Sell
2022
Q1
$452K Sell
2021
Q4
$538K Sell
2021
Q3
$396K Sell
2021
Q2
$375K Buy
2021
Q1
$346K Buy