Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$249K Buy
2023
Q2
$269K Sell
2023
Q1
$265K Buy
2022
Q4
$226K Buy
2022
Q3
$198K Sell
2022
Q2
$223K Buy
2022
Q1
$257K Buy
2021
Q4
$267K Buy