Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$213K Sell
2023
Q2
$248K Buy
2022
Q4
Sell
2022
Q3
$226K Sell
2022
Q2
$216K Buy
2022
Q1
$290K Buy
2021
Q4
$267K Buy