Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$205K Sell
2023
Q2
$229K Sell
2023
Q1
$256K Buy
2022
Q4
$222K Buy
2022
Q3
$211K Sell
2022
Q2
$229K Buy
2022
Q1
$237K Buy
2021
Q4
$234K Buy