Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$435K Sell
2023
Q1
$350K Buy
2022
Q4
$290K Buy
2022
Q2
Sell
2022
Q1
$201K Sell
2021
Q4
$254K Buy
2021
Q3
Sell
2021
Q2
$224K Sell
2021
Q1
$237K Sell
2020
Q4
$226K Buy