Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$23.7K Buy
2022
Q3
Sell
2022
Q2
$218K Sell
2022
Q1
$328K Buy
2021
Q4
$407K Buy
2021
Q3
$479K Sell
2021
Q2
$461K Buy
2021
Q1
$343K Sell
2020
Q4
$362K Buy