Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$327K Sell
2023
Q1
$379K Hold
2022
Q4
$347K Buy
2022
Q3
$340K Buy
2022
Q2
$333K Hold
2022
Q1
$482K Buy
2021
Q4
$428K Hold
2021
Q3
$349K Buy
2021
Q2
$337K Buy
2021
Q1
$317K Buy