Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$424K Sell
2023
Q3
$420K Buy
2023
Q2
$411K Buy
2023
Q1
$374K Sell
2022
Q4
$511K Buy
2022
Q3
$410K Buy
2022
Q2
$371K Buy
2022
Q1
$203K Buy
2021
Q2
Sell
2021
Q1
$209K Buy