Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$456K Sell
2023
Q1
$482K Sell
2022
Q4
$459K Buy
2022
Q3
$363K Sell
2022
Q2
$617K Buy
2022
Q1
$333K Buy
2021
Q4
$250K Buy