Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$372K Sell
2023
Q2
$1M Sell
2023
Q1
$1.01M Hold
2022
Q4
$783K Hold
2022
Q3
$709K Hold
2022
Q2
$702K Buy