Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$215K Sell
2023
Q1
$309K Buy
2022
Q4
$272K Buy
2022
Q3
$249K Buy
2022
Q2
Sell
2022
Q1
$232K Buy
2021
Q4
$251K Buy
2020
Q1
Sell
2019
Q4
$56K Buy