Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$108K Sell
2023
Q2
$215K Sell
2023
Q1
$238K Buy
2022
Q4
$147K Buy
2021
Q1
Sell
2020
Q4
$154K Sell
2020
Q3
$151K Buy
2020
Q2
$112K Buy