Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$222K Sell
2023
Q2
$262K Sell
2023
Q1
$256K Sell
2022
Q4
$253K Sell
2022
Q3
$249K Buy
2022
Q2
$234K Buy
2022
Q1
$252K Buy
2021
Q4
$280K Buy