Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$465K Buy
2022
Q4
$392K Buy
2022
Q3
$388K Sell
2022
Q2
$423K Hold
2022
Q1
$486K Buy
2021
Q4
$620K Buy