Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$296K Buy
2023
Q1
$320K Sell
2022
Q4
$302K Buy
2022
Q3
$194K Sell
2022
Q2
$276K Buy
2022
Q1
$250K Buy
2021
Q4
Sell
2021
Q3
$235K Buy
2021
Q2
$263K Buy