Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$221K Buy
2022
Q4
Sell
2022
Q3
$415K Sell
2022
Q2
$796K Sell
2022
Q1
$962K Buy
2021
Q4
$1.09M Sell
2021
Q3
$879K Sell
2021
Q2
$719K Buy