Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$345K Buy
2023
Q3
$279K Buy
2023
Q2
$324K Buy
2022
Q3
Sell
2022
Q2
$224K Buy
2022
Q1
$227K Sell
2021
Q4
$332K Buy
2021
Q3
$295K Buy
2021
Q2
$234K Buy