Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$372K Sell
2023
Q3
$402K Sell
2023
Q2
$463K Sell
2023
Q1
$396K Sell
2022
Q4
$433K Sell
2022
Q3
$493K Sell
2022
Q2
$609K Buy
2021
Q1
Sell
2020
Q4
$575K Buy