Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$270K Sell
2023
Q1
$255K Sell
2022
Q4
$220K Sell
2022
Q3
$232K Sell
2022
Q2
$343K Buy
2022
Q1
$349K Buy
2021
Q4
$238K Buy
2021
Q3
$254K Sell
2021
Q2
$292K Sell
2021
Q1
$284K Buy
2020
Q4
$232K Buy