Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$358K Sell
2023
Q2
$497K Sell
2023
Q1
$537K Sell
2022
Q4
$484K Sell
2022
Q3
$473K Sell
2022
Q2
$550K Buy
2022
Q1
$521K Buy
2021
Q4
$571K Buy