Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$411K Buy
2023
Q2
$274K Buy
2023
Q1
$259K Buy
2021
Q3
Sell
2021
Q2
$386K Buy
2021
Q1
$320K Sell
2020
Q4
$712K Buy
2020
Q3
$646K Buy