Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$335K Sell
2023
Q2
$317K Sell
2023
Q1
$369K Buy
2022
Q4
$324K Sell
2022
Q3
$319K Buy
2022
Q2
$319K Buy
2022
Q1
$358K Sell
2021
Q4
$381K Buy