Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$432K Sell
2023
Q2
$464K Sell
2023
Q1
$563K Hold
2022
Q4
$539K Hold
2022
Q3
$449K Hold
2022
Q2
$613K Sell
2022
Q1
$691K Hold
2021
Q4
$720K Buy