Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$375K Buy
2023
Q2
$384K Buy
2023
Q1
$401K Buy
2022
Q4
$206K Sell
2022
Q3
$398K Buy
2022
Q2
$197K Buy
2022
Q1
$393K Buy
2021
Q4
$116K Buy