Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$217K Buy
2023
Q1
Sell
2022
Q4
$694K Buy
2022
Q3
$467K Buy
2022
Q2
$286K Buy
2022
Q1
$282K Buy
2021
Q4
$241K Sell
2021
Q3
$243K Buy
2021
Q2
$261K Sell
2021
Q1
$396K Buy
2020
Q4
$311K Buy