Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$228K Sell
2023
Q2
$223K Sell
2023
Q1
$275K Buy
2021
Q3
Sell
2021
Q2
$467K Sell
2021
Q1
$479K Sell
2020
Q4
$906K Buy
2020
Q3
$616K Buy