Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$243K Buy
2023
Q2
$251K Buy
2023
Q1
$237K Buy
2022
Q4
$218K Buy
2022
Q3
Sell
2022
Q2
$206K Buy
2022
Q1
$232K Buy
2021
Q4
$226K Buy