Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$369K Buy
2023
Q1
$305K Buy
2022
Q4
$219K Sell
2022
Q3
$224K Sell
2022
Q2
$267K Buy
2022
Q1
$279K Buy
2021
Q4
$255K Buy
2021
Q3
$215K Buy