Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$256K Sell
2023
Q1
$367K Buy
2022
Q3
Sell
2022
Q2
$284K Buy
2022
Q1
$230K Sell
2021
Q4
$289K Buy