Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$241K Sell
2023
Q2
$253K Buy
2023
Q1
$252K Sell
2022
Q4
$265K Sell
2022
Q3
$298K Buy
2022
Q2
$292K Buy
2022
Q1
$348K Sell
2021
Q4
$348K Buy