Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$334K Sell
2023
Q3
$422K Sell
2023
Q2
$475K Sell
2023
Q1
$442K Sell
2022
Q4
$577K Sell
2022
Q3
$756K Sell
2022
Q2
$764K Buy