Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$430K Buy
2023
Q2
$504K Sell
2023
Q1
$544K Buy
2022
Q4
$488K Sell
2022
Q3
$482K Buy
2022
Q2
$475K Buy
2022
Q1
$488K Sell
2021
Q4
$571K Buy