Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$304K Buy
2023
Q1
$315K Buy
2022
Q4
$324K Sell
2022
Q3
$366K Buy
2022
Q2
$429K Buy
2022
Q1
$489K Buy
2021
Q4
$531K Buy