Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$266K Buy
2022
Q2
$333K Sell
2022
Q1
$753K Buy
2021
Q3
Sell
2021
Q2
$280K Buy
2021
Q1
$281K Buy
2020
Q4
$256K Sell
2020
Q3
$293K Buy