Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$2K Sell
2023
Q2
$2K Sell
2023
Q1
$373K Buy
2022
Q4
$263K Sell
2022
Q3
$258K Buy
2022
Q2
$302K Sell
2022
Q1
$403K Buy
2021
Q4
$366K Sell
2021
Q3
$422K Buy
2021
Q2
$398K Buy
2021
Q1
$341K Buy