Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$295K Sell
2023
Q3
$341K Sell
2023
Q2
$396K Sell
2023
Q1
$405K Sell
2022
Q4
$453K Sell
2022
Q3
$423K Sell
2022
Q2
$537K Buy