Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$10K Sell
2023
Q2
$93K Sell
2023
Q1
$493K Buy
2022
Q4
$415K Sell
2022
Q3
$386K Buy
2022
Q2
$463K Buy
2022
Q1
$503K Buy
2021
Q4
$551K Sell
2021
Q3
$610K Sell
2021
Q2
$655K Sell
2021
Q1
$624K Buy