Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$205K Buy
2023
Q1
$212K Buy
2021
Q3
Sell
2021
Q2
$346K Buy
2021
Q1
$364K Sell
2020
Q4
$418K Buy
2020
Q3
$411K Buy