Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$231K Hold
2023
Q3
$215K Hold
2023
Q2
$196K Buy
2023
Q1
Sell
2022
Q4
$202K Buy
2022
Q2
Sell
2022
Q1
$181K Buy