Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$152K Sell
2023
Q2
$198K Sell
2023
Q1
$659K Sell
2022
Q4
$636K Sell
2022
Q3
$612K Sell
2022
Q2
$851K Sell
2022
Q1
$957K Buy