Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$209K Sell
2023
Q2
$235K Buy
2023
Q1
$241K Buy
2022
Q4
$236K Sell
2022
Q3
$237K Buy
2022
Q2
$259K Buy
2022
Q1
$247K Sell
2021
Q4
$292K Buy