Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$180K Sell
2023
Q2
$241K Buy
2023
Q1
$201K Buy
2022
Q4
$169K Sell
2022
Q3
$198K Buy
2022
Q2
$190K Buy
2022
Q1
$133K Buy
2021
Q3
Sell
2021
Q2
$240K Buy