Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$285K Sell
2023
Q2
$374K Buy
2023
Q1
$336K Buy
2022
Q4
$286K Buy
2022
Q3
$240K Buy
2022
Q2
$156K Sell
2022
Q1
$157K Buy
2021
Q3
Sell
2021
Q2
$641K Buy