Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$194K Sell
2023
Q2
$224K Sell
2023
Q1
$224K Buy
2022
Q2
$326K Sell
2022
Q1
$398K Sell
2021
Q4
$599K Buy
2021
Q3
$503K Buy
2021
Q2
$395K Buy
2021
Q1
$328K Buy
2020
Q4
$206K Buy