Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$246K Sell
2023
Q2
$271K Sell
2023
Q1
$258K Buy
2022
Q4
$164K Buy
2021
Q2
Sell
2021
Q1
$226K Sell
2020
Q4
$209K Buy
2020
Q3
$202K Buy