Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$504K Buy
2023
Q2
$484K Sell
2023
Q1
$540K Sell
2022
Q4
$498K Sell
2022
Q3
$482K Buy
2022
Q2
$502K Buy
2022
Q1
$527K Buy
2021
Q4
$552K Buy