Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$204K Sell
2023
Q1
$218K Buy
2022
Q4
$211K Buy
2022
Q3
Sell
2022
Q2
$645K Buy
2022
Q1
$468K Buy