Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$344K Sell
2023
Q2
$373K Sell
2023
Q1
$398K Buy
2022
Q4
$403K Buy
2022
Q3
$334K Buy
2022
Q2
$377K Sell
2022
Q1
$399K Sell
2021
Q4
$592K Buy