Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$206K Buy
2022
Q4
$244K Sell
2022
Q3
$203K Buy
2022
Q2
Sell
2022
Q1
$249K Sell
2021
Q4
$255K Sell
2021
Q3
$572K Buy
2021
Q2
$619K Buy
2021
Q1
$626K Buy