Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$234K Buy
2022
Q3
Sell
2022
Q2
$298K Buy
2022
Q1
$315K Buy
2021
Q4
$216K Buy
2021
Q3
$256K Sell
2021
Q2
$313K Sell
2021
Q1
$353K Buy
2020
Q4
$230K Buy