Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$230K Hold
2022
Q4
$212K Buy
2022
Q3
Sell
2022
Q2
$202K Hold
2022
Q1
$228K Buy
2021
Q4
Sell
2021
Q3
$205K Buy