Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$259K Hold
2023
Q2
$250K Sell
2023
Q1
$340K Hold
2022
Q4
$303K Hold
2022
Q3
$235K Hold
2022
Q2
$288K Hold
2022
Q1
$330K Buy
2021
Q4
$246K Buy