Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$215K Buy
2023
Q2
$248K Buy
2023
Q1
$257K Sell
2022
Q4
$272K Buy
2022
Q3
$252K Buy
2022
Q2
$253K Sell
2022
Q1
$321K Buy
2021
Q4
$346K Buy
2021
Q3
$303K Sell
2021
Q2
$312K Sell
2021
Q1
$273K Buy