Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$236K Sell
2023
Q2
$268K Sell
2023
Q1
$261K Buy
2022
Q4
$239K Buy
2022
Q3
$233K Sell
2022
Q2
$249K Buy
2022
Q1
$241K Sell
2021
Q4
$284K Buy