Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$290K Buy
2023
Q1
$232K Sell
2022
Q4
$255K Buy
2022
Q3
$261K Sell
2022
Q2
$263K Buy
2022
Q1
$306K Sell
2021
Q4
$377K Buy