Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$200K Buy
2023
Q2
$230K Sell
2023
Q1
$252K Buy
2022
Q4
$226K Buy
2022
Q3
$216K Sell
2022
Q2
$216K Buy
2022
Q1
$247K Buy
2021
Q4
$242K Buy