Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$234K Sell
2023
Q2
$275K Buy
2023
Q1
$248K Sell
2022
Q4
$304K Sell
2022
Q3
$271K Sell
2022
Q2
$295K Buy
2022
Q1
$358K Sell
2021
Q4
$371K Buy